Hoffman Wealth Management, LLC - Invidious

Hoffman Wealth Management, LLC

Our mission is to provide INDEPENDENT Wealth Strategies that revolve around our client’s needs by becoming their most trusted financial ally.

By discussing your financial goals, your tolerance for risk and your current and future income needs we create and implement a comprehensive strategy personalized for you.

Communication will always be a priority. Keeping you up to date with your investments and the broader economic environment is our commitment to you. Our greatest satisfaction come from working with clients for many years and helping them work toward their financial dreams.

Investment advice offered through Private Advisor Group, a Registered Investment Advisor.
Third party posts found on this profile do not reflect the views of Private Advisor Group and have not been reviewed by Private Advisor Group as to accuracy or completeness.

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The Hidden Tradeoffs of Pensions Most Retirees Miss

Hoffman Wealth Management, LLC

Shared 56 years ago

67 views

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Why Couples With Pensions Should Consider Life Insurance Early

Hoffman Wealth Management, LLC

Shared 56 years ago

104 views

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Why Teachers With Pensions Should Use Roth Accounts Early

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Shared 56 years ago

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First Time at @DelalloFood | Hoffman Wealth Management Field Trip

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Why a 12-Character Password Could Save You From Hackers

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Financial Wellness Starts With Discipline | January Financial Wellness Month

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Shared 56 years ago

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Should Married Couples Combine Their Finances? Here’s Why We Say Yes

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Shared 56 years ago

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Financially Successful Marriages Require Sacrifice From Both Sides

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Shared 56 years ago

1.4K views

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Why Both Spouses Must Understand the Finances Before It’s Too Late

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Shared 56 years ago

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Financial Planning Is About More Than the Market

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Shared 56 years ago

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Missing Your Retirement Goal? You Only Have 4 Options

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Why Dialing Back Risk Too Early Can Hurt Your Retirement

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The Hidden Cost of Buying a Home: Why Closing Costs Catch Buyers Off Guard

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Do 50-Year Mortgages Really Help? The Hidden Tradeoffs for Homeowners

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The Hidden Tax Cost of Annuities: What Investors Miss

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Annuities Explained: The Contract You MUST Understand Before You Buy

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Annuities vs. Adaptive Money: What Most Investors Get Wrong

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Before You Buy an Annuity… Understand This Tax Change!

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Inherited an IRA? Don’t Miss This Year-End Deadline

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Why Your Retirement Taxes Look Like a Mountain Range — And How to Flatten Them

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Unlock Spousal Social Security | Maximize Benefits & Plan For Longevity

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Inherited IRA? 2 Questions You MUST Ask Immediately

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The Best Time to Buy? When It Feels the Worst

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No Hot Stock Tips—Just a Retirement Strategy

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How to Protect Your Retirement from Inflation and Tax Hikes

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Shared 56 years ago

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The Team's Favorite Songs About MONEY!

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How a Financial Plan Can Help During a Market Dip

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The Biggest Financial Mistakes Aren’t About Money

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Why Budgeting Sucks…But Changes Everything!

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Shared 56 years ago

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💡 FAFSA 101: What You Need to Know w/ @TheFAFSAGuru

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When Should You Start Planning for FAFSA? w/ @TheFAFSAGuru

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Shared 56 years ago

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FAFSA Filing Mistake to Avoid: 529 Plans with @TheFAFSAGuru

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🌟 Future Proof Festival 2025 Recap 🌟

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Scholarship Scams: Red Flags Every Student Should Know

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Why Personal Narrative Wins Scholarships (Not Just Grades)

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3 Steps to Winning More College Scholarships

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Fall’s Real Power Couple: Pumpkin Spice & Smart Money Moves

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NIL Success Beyond Sports! (w/ @BusinessofCollegeSports)

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NIL Taxes Explained The $600 Rule Every Athlete MUST Know! (with @BusinessofCollegeSports)

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Should NIL athletes hire an agent—or just get an attorney? (w/ @BusinessofCollegeSports ) ⚖️

Hoffman Wealth Management, LLC

Shared 56 years ago

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