Hilary Hendershott

CFP®, MBA
Personal Finance, Retirement, Investing
34
Answers
6
Articles
“Hilary is the leading fee-only fiduciary financial advisor for women in the San Francisco Bay Area. Hilary's mission is to motivate women to be financially empowered. She has worked for more than 16 years with women to secure their financial futures. ”
Firm:

Hilary Hendershott Wealth Management, LLC

Job Title:

Financial Advisor in San Jose, CA - CEO

Biography:

After nearly 15 years in the financial services industry, Hilary Hendershott knew there was a gap in the marketplace- hundreds of thousands of women eager to be making wise investment decisions and a male-dominated financial industry that simply wasn’t meeting their needs.

Hilary believes that women need a female financial planner who speaks their language to empower them to make smart, safe, and proactive financial moves. Thus, Hilary Hendershott Wealth Management, one of the first and only female focused Registered Investment Advisory firms in the country, was born.

Hilary is a female financial advisor who serves women who have $500,000 or more in investable assets. Hilary provides her special version of the top tier wealth management services evolved investors expect, delivered in ways that feel more like a relaxing day at the spa than a tedious meeting with the accountant.

Hilary's clients and students are her top priority. She works with her clients in ways that work for them. For each course offering, Hilary present the material in multiple formats, so her clients have the tools she offers in the ways they can best use them. She makes use of technology, so her and her clients can work together across time zones and geographies. 

Hilary uses plain language, true stories, and the best of everything she has access to through her training, her relationships, and her “got your back” know how to help her clients transform their financial reality into the life of their dreams—the life that matches who they are…the life they most want.

Hilary is also the host of Profit Boss Radio, THE podcast for women and money.

Profit Boss Radio highlights powerful, wealthy women who have created success on their own terms. During these frank conversations, we pull back the curtain and reveal how some of the wealthiest women really think and feel about their money.

Hilary Hendershott is a financial advisor serving the San Francisco Bay Area including San Jose, San Francisco, Mountain View, Sunnyvale, Santa Clara, Morgan Hill, Los Gatos, Monte Sereno, Saratoga, Santa Clara, Palo Alto, Redwood City, Oakland, Berkeley, San Rafael and Marin

Education:

BS, Economics, Santa Clara University
MBA, Finance, Santa Clara University

Fee Structure:

Fee-Only

CRD Number:

5573791

All Articles
April 2018
    Small Business, Small Business Taxes, Taxes
September 2017
    Personal Finance
August 2017
    Women & Money, Personal Finance
June 2017
    Choosing an Advisor
February 2017
    Financial Planning, Investing, Women & Money

All Answers
    Retirement, IRAs, Taxes, Tax Deductions / Credits
What else should I be doing to prepare for retirement in addition to my current retirement accounts?

The annual contribution limits on 401(k)s are significantly higher than those on IRAs (traditional or Roth).  For 2018, it’s $18,500 (24,500 if you’re over 50) for your 401(k) and only $5,500 ($6,500 if you’re over 50) for the IRA (total contributions to Traditional and Roth). So if you want to maximize your contributions for retirement, adding them to the 401(k) is the way to do that.  If you meet the income limits then you can contribute to your Roth IRA too.  Many people have multiple account types – 401(k), traditional IRA and Roth IRA.

May 2018
    401(k), Taxes
Can I make a 401(k) contribution for the 2017 tax year in March 2018, and is that contribution deductible for the 2017 tax year?
May 2018
    401(k), Taxes
If I increase my contribution to my 401(k) account to an amount higher than what my company matches, will I have to pay taxes on the increased amount?
May 2018
    401(k), IRAs, Taxes
What are the tax implications of moving my 401(k) into an IRA?
May 2018
    Financial Planning, Retirement, 401(k)
What kind of penalties and fees can I expect to pay when rolling a 401(k) over into a new retirement account and withdrawing $4,000 in the process?
May 2018