EH Financial Group, Inc.

EH Financial Group, Inc. EH Financial Group, Inc. is a comprehensive financial services firm committed to helping our clients improve their long term financial success.

EH Financial concentrates in Retirement Planning, Estate and Tax Planning, Investments and Insurance. Emmy Hernandez, the president and founder of EH Financial Group, Inc. has over fifteen years experience in providing professional financial and investment services. Our goal is to help each and every client with achieving their goals and objectives. Mandi Yuen has been working aside Emmy to prepare tax returns for clients and handle tax research as each individual client has a different tax situation. Our Marketing Associate, Mitch Salem, is in charge of planning, organizing events and seminars. She is ready to answer any questions you may have regarding the company and upcoming events. Please feel free to call us at the office or email us at [email protected]


Advisory services provided by TrilogyCapital, Inc., a Registered Investment Advisor. Separate advisory and security services may be provided by National Planning Corporation (NPC), a SEC Registered Investment Adviser and broker-dealer. Member FINRA www.finra.org, SIPC, www.sipc.org, EH Financial Group, Inc. and TriliogyCapital, Inc. are separate entities and unrelated NPC. Please consult with your representative to confirm on which company’s behalf services are being provided. Content posted by other parties does not necessarily represent the view of NPC, EH Financial Group, Inc., or Trilogy Capital, Inc.. Content is for general purposes only and is not an offer to buy or sell any security. NPC does not provide tax or legal advice. NPC Privacy policy:https://www.natplan.com/public/forms/npc_madv6130a.pdf

Operating as usual

As complex as the details of taxes can be, the income tax process is fairly straightforward.
06/16/2021
How Income Taxes Work

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

Have you considered how long-term-care costs could affect your retirement budget? Find out more. #LongTermCare
06/14/2021
Long-Term-Care Needs

Have you considered how long-term-care costs could affect your retirement budget? Find out more. #LongTermCare

Determine your potential long-term care needs and how long your current assets might last.

The sooner you begin investing, the longer your money can work for you.
06/11/2021
The Cost of Procrastination

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

What would you rather have: $500 today or a 50% chance at $2,000 tomorrow? Know your risk profile. #RiskTolerance
06/09/2021
What Is My Risk Tolerance?

What would you rather have: $500 today or a 50% chance at $2,000 tomorrow? Know your risk profile. #RiskTolerance

This questionnaire will help determine your tolerance for investment risk.

Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest cha...
06/07/2021
The SECURE Act

Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

In May, stocks traded in a narrow range as technology and other high-valuation companies were under selling pressure.
06/04/2021
Monthly Market Insights | June 2021

In May, stocks traded in a narrow range as technology and other high-valuation companies were under selling pressure.

Monthly Market Insights | June 2021 U.S. Markets Stocks traded in a narrow range in May, with technology and other high-valuation companies under selling pressure. The Dow Jones Industrial Average gained 1.93 percent while the Standard & Poor’s 500 Index rose 0.55% percent. The Nasdaq Composite, h...

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say? #CashFlow
06/04/2021
What Is My Current Cash Flow?

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say? #CashFlow

Assess whether you are running “in the black” or “in the red” each month.

Do global and international mutual funds complement or conflict with each other?
06/02/2021
Global vs. International: What’s The Difference?

Do global and international mutual funds complement or conflict with each other?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Saving for college doesn’t have to be as complicated as college itself.
05/31/2021
Saving for College 101

Saving for college doesn’t have to be as complicated as college itself.

Here’s a crash course on saving for college.

Wall Street has a lot of cliches. How many do you know? #WallStreet
05/28/2021
16 Wall Street Cliches in 60 Seconds

Wall Street has a lot of cliches. How many do you know?
#WallStreet

Pundits say a lot of things about the markets. Let's see if you can keep up.

Check out this video on taxes. #IncomeTax
05/24/2021
The Facts About Income Tax

Check out this video on taxes. #IncomeTax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

M0 is the total of all physical currency worldwide. What’s it look like?
05/21/2021
How Big is Money?

M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

With increasing wealth comes unique financial challenges.
05/19/2021
Investment Challenges of the Affluent Investor

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

We all want to know, “What’s next for the financial markets?” But no one knows for sure.
05/17/2021
Where Is the Market Headed?

We all want to know, “What’s next for the financial markets?” But no one knows for sure.

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between...
05/10/2021
Medicare Advantage Plans (Medicare Part C)

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

In April, stocks notched solid gains fueled by a succession of positive economic reports and a strong start to the first...
05/07/2021
Monthly Market Insights | May 2021

In April, stocks notched solid gains fueled by a succession of positive economic reports and a strong start to the first-quarter earnings season.

Monthly Market Insights | May 2021 U.S. Markets A succession of robust economic reports and a healthy start to the corporate earnings season helped spark an April rally on Wall Street. The Dow Jones Industrial Average gained 2.71 percent while the Standard & Poor’s (S&P) 500 Index picked up 5.24 p...

Healthcare may be one of your biggest expenses in retirement. Manage your risk.
05/07/2021
Healthy Body, Healthy Pocketbook

Healthcare may be one of your biggest expenses in retirement. Manage your risk.

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting? #PayOffMortgage
05/05/2021
Bi-Weekly Payments

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting? #PayOffMortgage

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Pay off debt or invest the money? Things to consider before you commit to either option. #PayOffDebt
05/03/2021
Should I Pay Off Debt or Invest?

Pay off debt or invest the money? Things to consider before you commit to either option. #PayOffDebt

This calculator will help determine whether you should invest funds or pay down debt.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
04/30/2021
What Is a 1035 Exchange?

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
04/28/2021
Estate Management 101

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

The tax rules that govern donating art are complex and confusing. #taxes #art
04/26/2021
Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. #taxes #art

The tax rules that govern donating art are complex and confusing. Take a closer look.

Doing some #HomeImprovement?  There's one item that most homeowners overlook when undertaking remodeling projects.
04/23/2021
The Most Overlooked Item of Any Home Improvement

Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

Another perspective about inflation from a well-known economist. :)
04/22/2021
Inflation!

Another perspective about inflation from a well-known economist. :)

View the video...

Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
04/19/2021
How to Appeal Your Property Taxes

Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax

For homeowners who think their property taxes are too high, there are ways to appeal.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
04/16/2021
Once Upon a Goal

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

You face sequence of returns risk. Know what it is? #investing #investmentrisk
04/14/2021
The Investment Risk No One’s Ever Heard Of

You face sequence of returns risk. Know what it is? #investing #investmentrisk

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

In March, stocks posted solid gains due to improving economic conditions and widening vaccination programs. However, tec...
04/07/2021
Monthly Market Insights | April 2021

In March, stocks posted solid gains due to improving economic conditions and widening vaccination programs. However, tech and high-growth stocks played a limited role in the rally.

Monthly Market Insights | April 2021 U.S. Markets Improved economic conditions and broadened vaccine programs ignited a broad stock market rally, though rising treasury yields dragged on technology and high-growth stocks. The Dow Jones Industrial Average led, picking up 6.62 percent. The Standard &....

Three steps may make a difference if you find yourself suddenly single.
04/07/2021
Suddenly Single: 3 Steps to Take Now

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

All those years of work can add up to a small fortune. What's your strategy for your money? #BuildWealth
04/05/2021
Lifetime of Earnings

All those years of work can add up to a small fortune. What's your strategy for your money? #BuildWealth

Estimate how much you have the potential to earn during your working years.

Address

305 N San Marino Ave
San Gabriel, CA
91775

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00

Telephone

(626) 943-8833

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EH Financial concentrates in Retirement Planning, Estate and Tax Planning, Investments and Insurance. Emmy Hernandez, the president and founder of EH Financial Group, Inc. has over fifteen years experience in providing professional financial and investment services. Our goal is to help each and every client with achieving their goals and objectives. Mandi Yuen and Susan Chanvez have been working aside Emmy to service our clients, organize events and seminars. Please feel free to call us at the office or email us at [email protected] Securities and advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA www.finra.org, SIPC, www.sipc.org, EH Financial Group, Inc. and SPF are separate entities and unrelated companies. Content posted by other parties does not necessarily represent the view of SPF and/or EH Financial, Inc. Content is for general purposes only and is not an offer to buy or sell any security. SPF does not provide tax or legal advice.

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