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At HK Financial Services (HKFS), we partner with your CPA to provide holistic financial planning that considers your financial goals and any tax implications. We believe building a personal financial plan is the foundation for every financial decision and every financial decision has a tax implication.

In partnership with your CPA, HKFS develops a personalized and custom financial plan centered around your goals, dreams, and time horizons. Our GPS program – which stands for Guidance, Planning, Strategies – provides a full financial picture so you can make decisions knowing all financial implications, something only your CPA and financial planning consultant (FPC) can do together. Once your financial plan is established, we then explore how we can help with services such as asset management, retirement planning, risk management or insurance planning, estate planning, tax planning, and business planning.

 

HKFS PLANNING EXPERIENCE

Trustworthy Guidance

HKFS and your CPA combine our expertise to provide you with the best possible guidance for your personal situation.

 

Holistic Planning

When your trusted advisors have access to your full financial picture, together, we can plan for all the what-if’s in life and provide you with a roadmap to help you navigate your financial planning journey.

 

Results Driven Strategies

Combining tax and financial planning strategies, our comprehensive approach delivers strategies centered around your goals and dreams.

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  • $4B HKFS has over $4.1 billion in assets under management as of 12/31/19
  • RIA HKFS is the largest Registered Investment Adviser firm in the state of Iowa
  • 100 HKFS is ranked as a top 100 RIA in the country by Financial Advisor (FA) magazine

The HKFS Blog

Market Recap – Week Ending June 26

Overview: Stock markets were volatile last week, as investors evaluated potential stimulus measures against renewed concerns of rising coronavirus cases. Steep down trades on Wednesday and Friday led the S&P 500 index to end the week down 2.9%.

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Market Recap – Week Ended June 12

Overview: Stocks retreated last week on a cautious U.S. economic outlook from the Federal Reserve and on fears of a second wave of COVID-19. Recent data shows states that started reopening earlier (including California, Texas, and Florida) have

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Market Recap Week Ending 06.05.20

Overview: Global stocks rallied sharply last week on optimism around reopening world economies, renewed stimulus, and a better-than-expected unemployment report in the U.S.  International stocks led the way, with emerging markets (MSCI EM) up 7.9%, and

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Costs of College and How to Pay for It

According to the National Center for Education Statistics, the average cost of in-state public university tuition in the United States, as of the 2017 academic year, is $17,237 per year and $44,551 for a private

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Market Recap Week Ending 05.29.20

Overview: Stocks gained across the globe last week on optimism around a quick global economic recovery as lockdown measures began to ease. The S&P 500 Index ended the week up 3.0% despite renewed tensions in U.S.-China

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Market Recap – Week Ending 05.15.20

Overview:  Stocks had another volatile trading week with major global stock indices down between 1-3% for the week.  A speech by Federal Reserve Chair Jerome Powell mid-week rattled the markets, as Powell warned of

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10 Reasons to Make a Roth Conversion or Contribution

Roth conversions should be considered for many individuals over age 72.5 in 2020, especially since required minimum distributions (RMDs) have been waived. If income is down, the tax impact of a conversion is also lessened. See

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Market Recap – Week Ending 05.01.20

Overview: Markets fared well in April despite expected weak economic data and a flare-up of U.S.-China trade tensions. Early positive reports of progress on coronavirus treatments boosted investor sentiment. After a strong April, U.S. stocks took

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Market Recap – Week Ending 04.24.20

Overview:  Stocks faced a volatile week as performance hinged on progress of coronavirus treatment testing and economic data. The S&P 500 Index recovered to finish down -1.3% for the week. Market sentiment turned positive late in

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Market Recap – Week Ending 04.17.20

Overview: U.S. stock markets rallied on the hope that parts of the U.S. economy may begin to re-open soon. Investor optimism outweighed news of the coronavirus economic impact, dismal economic data, and weak first-quarter

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