The Co-Owner of Your Traditional 401K, IRA, & TSP Accounts
Mike Hunsberger, ChFC®, CFP®, CCFC2024-06-22T15:35:12+00:00The Co-Owner of Your Traditional 401K, IRA, & TSP Accounts You may not realize it while you’re working to build
Beating Some Index
Mike Hunsberger, ChFC®, CFP®, CCFC2024-08-23T14:26:08+00:00Beating Some Index In personal finance, what matters is not beating some index. What matters is meeting your goals. Too
Start Them Early – Roth IRA For Kids
Mike Hunsberger, ChFC®, CFP®, CCFC2023-10-20T00:37:24+00:00Start Them Early - Roth IRA For Kids “Compound interest is the 8th wonder of the world”. While there is
Get The Big Things Right – Accumulation Phase
Mike Hunsberger, ChFC®, CFP®, CCFC2023-06-23T14:32:57+00:00Get The Big Things Right - Accumulation Phase Personal finance, like most things in life, is subject to the Pareto
15 Ways To Save More [Checklist]
Mike Hunsberger, ChFC®, CFP®, CCFC2023-02-23T20:34:22+00:0015 Ways To Save More During January and February, we like to help clients identify proactive ways to start the
Loss Aversion
Mike Hunsberger, ChFC®, CFP®, CCFC2022-10-25T12:39:08+00:00We feel the pain of loss more than we feel the pleasure from gain. Because of this, we try to avoid loss. This is called loss aversion.
3 Considerations for Investing a Lump Sum of Money
Mike Hunsberger, ChFC®, CFP®, CCFC2022-10-09T22:34:11+00:003 Considerations for Investing a Lump Sum of Money Investing is typically an ongoing process tied to the steady rhythm
The What and How of I Bonds
Mike Hunsberger, ChFC®, CFP®, CCFC2022-08-31T15:21:39+00:00I Bonds are currently yielding 9.62%. What are they and might they be a good place for you to save money you don't need for at least a year.
Inheriting a Traditional IRA? New Rules May Increase Your Taxes
Mike Hunsberger, ChFC®, CFP®, CCFC2022-05-05T13:01:23+00:00The SECURE changed the rules for Inherited IRAs. If you inherit a Traditional IRA it could cost you more in taxes. Here are some things you can do.
How To Diversify Your TSP Holdings
Mike Hunsberger, ChFC®, CFP®, CCFC2022-04-05T14:55:53+00:00The proposed TSP Mutual Fund Window is too expensive for small accounts. Here are some other options to diversify away from TSP and when and how you might consider using the Mutual Fund Window.