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HBW Partners - Paul Morehouse

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HBW Partners - Paul Morehouse

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Fee Based Wealth Management, Tax Planning & Preparation, Life Insurance Needs.

10/19/2026

National Retirement Security Week is a timely reminder that retirement confidence is built through intentional decisions over time.

Whether retirement is years away or approaching soon, reviewing your financial plan can help you better understand where you stand, what needs attention, and how your investments, taxes, insurance, and long-term goals work together.

At HBW Partners - Paul Morehouse, we provide education-first retirement planning and coordinated financial guidance for individuals and families throughout Latham and the Capital Region.

Swipe to explore key considerations for your retirement strategy, then contact us at (518) 608-4573 to start a conversation about your long-term financial goals.

10/12/2026

National Savings Day is a helpful reminder that progress often starts with small, consistent choices.

Whether you are building an emergency fund, preparing for retirement, or working toward another financial goal, a clear savings strategy can bring greater confidence to your financial plan.

At HBW Partners, we help individuals and families throughout Latham and the Capital Region connect today’s decisions with their long-term goals through coordinated financial guidance.

Swipe to explore practical ways to make saving part of your routine, then contact us to discuss a strategy tailored to your goals.

10/06/2026

October is National Financial Planning Month—a helpful reminder to revisit the fundamentals behind your long-term financial strategy.

Market changes can create uncertainty, but a thoughtful plan is built to keep your goals, timeline, risk tolerance, and priorities in focus. Reviewing your retirement plan, investments, tax strategy, insurance coverage, and cash-flow needs can help ensure the pieces continue to work together.

At HBW Partners, we provide coordinated financial guidance for individuals and families throughout the Capital Region. If you would like to review your current plan or talk through your next steps, we are here to help.

(518) 527-3351.

09/22/2026

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your financial plan before 2027 begins. A few intentional moves before year-end can help strengthen your financial position and create momentum heading into the new year. Swipe to learn more.

If you would like to discuss your financial goals or review your current strategy before 2027 begins, contact us today. We would be happy to help.

09/07/2026

Hard work deserves time to rest and recharge.

In observance of Labor Day, our office will be closed Monday, September 7. We will reopen Tuesday, September 8, ready to continue supporting individuals and families throughout Latham and the Capital Region with thoughtful financial guidance.

We hope you enjoy a safe, relaxing holiday with the people who matter most.

09/02/2026

Year-end planning is easier when it is not left until year-end.

At HBW Partners, we believe meaningful financial progress comes from ongoing conversations—not last-minute decisions. By reviewing retirement goals, investment management, tax planning opportunities, income needs, and risk management throughout the year, we can help clients make informed adjustments as life and priorities evolve.

Our approach to financial planning is built around clarity, coordination, and a long-term perspective.

If you are looking for a financial advisor in Upstate, NY who can help bring your financial decisions together, contact us at (518) 527-3351 to start a conversation.

05/13/2026

The June 30th Free Application for Federal Student Aid (FAFSA) deadline is rapidly approaching.

The information students and parents (if applicable) enter into the application determines eligibility for federal grants, student loans, work-study programs, and various state and school-based aid. As such, failing to submit this key form can have serious financial consequences.

Here are some key action items for those with the FAFSA still on their to-do list:

✅ Obtaining federal student aid (FSA) IDs for each contributor (student, parents, etc.).
✅ Getting all tax information from the previous year ready and any required financial information.
✅ Deciding which colleges to share the FAFSA information with. If a specific college has already been chosen, you only need to include that institution.
✅ Carefully reviewing the FAFSA submission summary.
✅ Signing and submitting the application before the deadline.

We hope this checklist helps those preparing for college submit the FAFSA accurately and on time!

Regardless of what milestones you’re approaching, know that we are here to help you make investment decisions that reflect your current goals and future ambitions. Give us a call anytime.

Address

7 Herbert Drive Suite B
Latham, NY
12110

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+15186084573

Website

http://pmorehouse.com/

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