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Welcome to HFM’s Financial Wellness Blog

Here you’ll find our articles and recent podcast transcripts covering a range of timely and timeless financial topics.

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    Wondering about selling? Let me ask a few questions.

    May 12, 2026 •

    I talk to business owners all the time who tell me they’re ready to exit. Forty years in the trades, body’s tired, they’ve seen other…

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    May 7, 2026 •

    The Family Business Conversation Most Owners Avoid Until It’s Too Late
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    May 6, 2026 •

    The Reason to Work With an Entrepreneur
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    April 30, 2026 •

    From $26M to $12M—and BACK: Hard Lessons from a Private Equity Rollercoaster
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    April 28, 2026 •

    So, When Are You Going to Exit?

Where can we help you?

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    April 21, 2026 •

    Where a Good Exit Starts
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    April 16, 2026 •

    Life & Disability Insurance Planning with Taylor West
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    April 14, 2026 •

    Why we built BuiltWealth™ for you
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    April 9, 2026 •

    Rung 1 to Rung 2: Turning Your Business Income Into Personal Wealth
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    April 7, 2026 •

    Why climb the Ladder at all?
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    April 2, 2026 •

    Do You Have a Plan for Long-Term Care? Here’s What You Need to Know

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