Welcome AWIR Conference Participants!
Worrying about the daily movements of the stock market is a fruitless endeavor! It will not lead to a successful retirement or financial independence, but it will cause you unnecessary stress. Focus on what you can control!
Download our guide, “15 Questions to Ask Yourself” and Howard Hook’s presentation slides. Knowing the answers to these questions will help you determine if you’re where you want to be financially and if you’re on track for a comfortable retirement.
Download “15 Questions to Ask Yourself” and the presentation slides
Committed to Teaching.
Committed to Learning.
Committed to You.
Howard Hook is pleased to present a financial planning workshop to the AWIR community. He’s a firm believer in the adage “Knowledge is Power,” and commits many hours to ensuring that his clients understand every strategy and available option to achieve their personal and financial goals. He works tirelessly to help every client achieve and maintain financial independence.
Meet Senior Wealth Advisor, Howard Hook

Howard Hook, CFP®, CPA, CAP®
Let's Talk About Your Future
Are you confident you can retire comfortably whenever you want?
Do you have a comprehensive financial plan that goes beyond investment management and retirement planning?
Every day, we work to ensure our clients can achieve their dreams and feel secure about their financial future. Let’s have an informal conversation about what you need and how I can help.
Recent Insights From Our Advisors
Our advisors are frequently publishing new articles related to all aspects of finance and wealth management.
We want you to stay up to date on everything that’s happening. Subscribe to our Newsletter to ensure that you stay up to date.
Celebrate Earth Day with a Simple Step Toward Security and Sustainability
Earth Day is a great reminder that small actions can make a big impact. This year, we’re making it easy to protect ...
Celebrating National Pet Day (and the Pets Who Make Life Better)
National Pet Day is a chance to pause and appreciate the pets who bring so much joy, comfort, and companionship into ...
April Tax Deadlines Are Almost Here
Here are a few important tax deadlines that are coming up quickly. There’s still time to take advantage of a fe...
How 2026 RMDs Can Affect Your Taxable Income
A higher 2026 RMD could mean higher taxable income. Here’s why that may happen and what to review now to avoid surp...
Equal vs. Equitable Estate Planning: How to Divide Your Assets Fairly
Equal isn’t always fair, and fair isn’t always equal. Learn how to approach dividing your estate among heirs ...
2025 IRA Contribution Deadline: There’s Still Time to Fund Your IRA
You may still be able to fund a 2025 IRA. Learn the deadlines, contribution rules, and planning considerations.
...A New Tax Election Could Put $1,000 in Your Child’s Name
If you welcomed a child in 2025, a new tax election may allow you to secure a $1,000 federal seed contribution in you...
Howard Hook Speaks at Temple Emeth’s 2025 “Life Hacks” Series on Investing in Independence
Howard Hook recently spoke at Temple Emeth in Teaneck as part of the 2025 Life Hacks lecture series, sharing practica...
When Two Incomes Become One: The Hidden Costs of Losing a Spouse
Losing a spouse is emotionally devastating and financially complicated. When two incomes become one, Social Security ...









