December 2024 Newsletter

In December’s newsletter, our team shares what makes the holidays special to them.

November 2024 Newsletter

In November’s newsletter, Sara Kate and Stephan share year-end steps to help you navigate key topics like IRA contributions and more.

October 2024 Newsletter

In October’s newsletter, hear how Kevin Flint transformed his career and personal growth through community service in Harrisonburg.

September 2024 Newsletter

In September’s newsletter, hear how Hess Financial tackles market volatility with fresh perspectives and insights.

August 2024 Newsletter

In August’s newsletter, hear from Stephen Hess as he reflects on the Summer Olympics and Hess Financial’s history. His past and present personal and professional pursuits may surprise you!

July 2024 Newsletter

In July’s newsletter, we asked our team about the financial implications of parenthood. Hear what they had to say about budgeting, saving, and investing for the future as a parent.

June 2024 Newsletter

In June’s newsletter, we take a moment to highlight our team’s commitment to giving back in the community and the positive impact they’re making outside of work.

May 2024 Newsletter

May’s client newsletter includes reflections from our CFP® planning team on the most impactful advice they’ve received from the mother figures in their lives.

April 2024 Newsletter

Spring is a season that often inspires us to embrace change and fresh opportunities. So, in the spirit of rejuvenation and new beginnings, our team shares what spring means to them in this month’s newsletter.

March 2024 Newsletter

Get caught up on charitable giving and donor advised funds, plus the planning team’s favorite non-profits, in this month’s client newsletter.