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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blog

Greg Hier | Jun 11, 2025

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Greg Hier | May 28, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

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Greg Hier | May 14, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

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Greg Hier | May 1, 2025

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Greg Hier | Apr 23, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

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Greg Hier | Apr 9, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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Greg Hier | Mar 26, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

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road next to beach by Simon Berger courtesy of Unsplash.
Greg Hier | Mar 14, 2025

Fueling Your Retirement: How Guaranteed Income Keeps Your Financial Engine Running

Retirement
Retirement Income
Longevity Risk
Secure Income
Afraid of outliving your savings? Learn how guaranteed income can keep your financial tank full and your future secure. Don’t let uncertainty stall your
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Greg Hier | Mar 12, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

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Greg Hier | Feb 26, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

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Greg Hier | Feb 20, 2025

Increase Your Retirement Income with One Simple Change

Retirement
Retirement Income
4% Rule
Monte Carlo
Boost Your Retirement Income with One Simple Change! Most plans limit withdrawals to avoid running out of money, but what if you could safely increase your
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Greg Hier | Feb 12, 2025

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Lifestyle

What financial habits have helped you most in life?

Which ones have held you back?

No matter how you answer those questions, your money habits have a lot to do

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Securities and investment advisory services offered through The Leaders Group, Inc. securities dealer, member FINRA/SIPC. TLG Advisors, Inc. Registered Investment Advisor

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Ingenium Financial, LLC is not affiliated with The Leaders Group, Inc.

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