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.Â
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.
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How to Spot Financial Scams Before You Fall Victim
With scam tactics evolving fast in 2025, now is the time to sharpen your radar. This article walks you through the re...
Understanding the Real Costs of Medicare
Many retirees are surprised to discover that Medicare isn’t free. Each part—A, B, C, and D—comes with unique pr...
IRMAA Demystified: What High-Income Retirees Need to Know in 2025
IRMAA can raise your Medicare costs if you’re a high-income retiree. Here’s what to know for 2025 and how to plan...
Medicare 101: What You Need to Know Before You Enroll
Medicare is one of the biggest transitions in retirement. Whether you’re turning 65 or still working, this guide ex...
Medicare Open Enrollment Is Coming: An Overview
Medicare Open Enrollment runs from October 15 to December 7. Learn what changes you can make, who should review their...
Patience Pays: What Market History Teaches Us About Staying the Course
When markets dip, it’s easy to panic. But history shows that downturns are temporary and recoveries are powerful. H...
Howard Hook Speaks to Hadassah Members About Charitable Giving Strategies
Fee-only financial planner, Howard Hook, recently spoke at a Hadassah Southern New Jersey virtual event on “Taxes a...
Using QCDs to Reduce Taxes and Support Charities in Retirement
What if you could lower your retirement tax bill and make a lasting difference at the same time? For retirees over ag...
90 Years of Social Security: What It Means for You Today
Social Security has turned 90! For nearly a century, this program has provided a reliable source of income for retire...









