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First Hope Wealth Management | Jun 28, 2024

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Digital art of a lawyer standing next to a large document and gavel.
First Hope Wealth Management | Jun 21, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
First Hope Wealth Management | Jun 14, 2024

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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An elderly woman wearing brightly colored, hip clothing doing a funny pose.
First Hope Wealth Management | Jun 7, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

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Parent reading a book to their newborn child
First Hope Wealth Management | May 31, 2024

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Image of a sailboat sailing on a lake, with cloudy weather above.
First Hope Wealth Management | May 24, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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Man sitting on a park bench and working on a laptop
First Hope Wealth Management | May 17, 2024

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Toddler standing at the bottom of a stone staircase
First Hope Wealth Management | May 10, 2024

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
First Hope Wealth Management | May 3, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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Ten key accounting calculator on a soft yellow desk
First Hope Wealth Management | Apr 26, 2024

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Older couple embracing on a boat overlooking a body of water
First Hope Wealth Management | Apr 19, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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Close up portrait of child giving two thumbs up
First Hope Wealth Management | Apr 12, 2024

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Physical Address: 1301 Hope Bridgeville Road | Hope, NJ 07844 | T 973.729.8333

Mailing Address: PO Box 296 | Hope, NJ 07844 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First Hope Bank and First Hope Wealth Management  are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Hope Wealth Management and may also be employees of First Hope Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Hope Bank or First Hope Wealth Management Securities and insurance offered through LPL or its affiliates are:

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