Hamilton Financial Planning, LLC

05/26/2026

Social Security: Retirement's main source of income or monthly bonus? You decide.

There’s an alarming difference between perception and reality for current and future retirees.

03/24/2026

https://www.youtube.com/watch?v=QoN19jLm-IE

Discover how CFP Board’s annual Public Awareness Campaign increases awareness of CFP® certification with the Spring 2026 commercial for the “It’s Gotta Be A ...

02/03/2026

As tax season gets underway, reports of tax-related scams tend to rise right along with it. Fraudsters often impersonate the IRS or state tax agencies via emails, texts, phone calls, or social media messages that appear official.

Common red flags include messages claiming a refund has been approved, warnings about unpaid taxes, or requests to “verify” personal or financial information. Government agencies generally do not initiate contact this way, and clicking links or sharing details can expose sensitive information.

Staying aware of these tactics may help reduce the chance of identity theft or fraudulent activity during filing season. If something feels off, it’s worth taking a moment to pause before responding.



Source:

The FTC is warning taxpayers to keep an eye out for phishing and smishing scams aimed at stealing tax refunds and personal data.

03/19/2025

Consumer Pessimism and Economic Risk

03/19/2025

03/15/2025

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

03/14/2025

Understanding Business Cycles

03/12/2025

Finding Perspective Amid Recession Fears

03/06/2025

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.