Insights That Simplify

At HFG Trust, we believe clarity builds confidence. Our blog is here to help simplify the financial decisions that shape your life—whether you’re planning for retirement, navigating a business transition, or building a legacy for the next generation. Grounded in our fiduciary-first philosophy, each article offers practical insights, thoughtful guidance, and real-world relevance—so you can move forward with trust and intention.

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Brent Schafer Financial Planning Portfolio Management

March 18 | Join Us for our Lunch and Learn!

Brent Schafer, CFP®, TPCP®March 11, 2026

Couple managing investments with HFG Trust fiduciary financial advisor - Portfolio review

Financial Planning Garrick Russell Lifestyle Retirement Planning

How to Manage Your Investments While Living Abroad

Garrick RussellMarch 2, 2026

Ongoing financial planning check-in with a fiduciary advisor, reviewing strategy on a tablet

Anthony Smith Financial Planning Wealth Management

Your Life, Your Plan: What It’s Like to Work with a Fiduciary Financial Advisor

Anthony SmithFebruary 17, 2026

Couple unpacking moving boxes in a new home after relocating to a different state

Paul Hansen Personal Finance Tax Planning

Thinking of Moving to a New State? Don’t Forget the Tax and Estate Implications

Paul HansenFebruary 10, 2026

Market Summaries William Wang

Quarterly Market Review Q4 2025

William WangJanuary 16, 2026

How much to save for retirement

Financial Planning Garrick Russell Lifestyle Retirement Planning

5 Fantastic Countries for Retirees to Lower Their Cost of Living (Without Sacrificing Lifestyle)

Garrick RussellJanuary 12, 2026

Advice from Trust and Estate Planning Professionals in Kennewick, WA

Financial Planning John Stadsvold Trust & Estate Planning Trust Services

Why I Like Trusts: A Lifetime of Lessons and Legacy

John StadsvoldDecember 29, 2025

Tax Planning

Paul Hansen Retirement Planning Tax Planning Wealth Management

Tax Planning 101: Preparing for a Stronger Retirement

Paul HansenNovember 6, 2025

Market Summaries William Wang

Quarterly Market Review Q3 2025

William WangOctober 16, 2025

Starting over financially after a divorce: a practical fiduciary guide | HFG Trust

Financial Planning Megan Nichols Personal Finance Wealth Management

Starting Over Financially After Divorce: A Practical, Fiduciary Guide

Megan NicholsOctober 1, 2025

Current Events Market Summaries Portfolio Management Tristan Robins Wealth Management

Federal Open Market Committee (FOMC)

Tristan RobinsSeptember 29, 2025

Trust and Estate Services in Kennewick, Washington and the Tri-Cities

Cody Beaumont Trust & Estate Planning

Important, But Not Urgent: The Quiet Power of Estate Planning

Cody BeaumontAugust 29, 2025

HFG Trust tree emblem representing holistic wealth management, fiduciary financial guidance, and multi-generational legacy planning.

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