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Blog

Elderly woman doing yoga in a park
Joel Mathews | Apr 13, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Joel Mathews | Apr 6, 2022

Use Education Savings Plans to Boost Your College Fund

Finance
College
Savings
Family
A growing number of parents are becoming concerned over the limitations of their college savings options and the poor returns they’re generating. 529 college
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Joel Mathews | Mar 30, 2022

How to Build a Realistic Budget and Stick with it

Finance
At the core of any successful financial enterprise, be it a household or a business, is a sound and effective budget plan that is used to drive all cash flow
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Two people having a picnic by a lake
Joel Mathews | Mar 23, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Joel Mathews | Mar 16, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Hands holding a small wrapped present
Joel Mathews | Mar 9, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Joel Mathews | Mar 2, 2022

ETFs or Index Funds – Which is Better for the Passive Investor?

Finance
Investments
ETFs and index mutual funds are emerging as the investment of choice for investors who are discovering the virtues of passive investing. Not surprisingly they
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Joel Mathews | Feb 23, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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Joel Mathews | Feb 16, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Joel Mathews | Feb 9, 2022

Five Things You Should Expect From Your Financial Advisor

Finance
Investments
In the realm of investment advice, value is defined by what you receive from your advisory relationship that meets or exceeds your expectations. For most
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Joel Mathews | Feb 2, 2022

Portfolio Investing: Do You Know Where you are Right Now vs. Where You’re Headed?

Finance
Investments
CEOs do it’ athletes do it; in fact, anyone who needs to be able to achieve a certain level of performance in order to achieve a specific goal constantly
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Professionally dressed man and woman looking at a tablet
Joel Mathews | Jan 26, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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info@hokinadvisors.com
224.269.0009

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707 Skokie Blvd
Northbrook, IL 60062

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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