Guaranteed Income For Life: What You Need To Know About Annuities
Mike Hunsberger, ChFC®, CFP®, CCFC2025-06-18T15:38:20+00:00While you’re working, you probably don’t think too much about how nice it is to have that money coming into
The Co-Owner of Your Traditional 401K, IRA, & TSP Accounts
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-22T22:13:04+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®, CCFC2025-03-22T22:17:14+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®, CCFC2025-03-22T22:19:17+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®, CCFC2025-03-22T22:27:56+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®, CCFC2025-03-23T01:24:00+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®, CCFC2025-03-23T01:31:46+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®, CCFC2025-03-23T01:33:18+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®, CCFC2025-03-23T01:36:27+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®, CCFC2025-03-23T01:39:46+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.