Tax Strategy & Tactics: Build and Execute Your Plan
Mike Hunsberger, ChFC®, CFP®, CCFC2023-06-23T14:32:01+00:00Tax Strategy & Tactics: Build and Execute Your Plan Did you pay enough in taxes this year? You may be
Retirement Red Zone
Mike Hunsberger, ChFC®, CFP®, CCFC2023-08-30T13:59:49+00:00Retirement Red Zone The retirement red zone is the 5 years before and after retirement. This is the time when
Avoid The Post-Military Retirement Tax Shock
Mike Hunsberger, ChFC®, CFP®, CCFC2023-03-11T15:47:03+00:00Avoid The Post-Military Retirement Tax Shock Your military retirement transition introduces big changes across many fronts. Many of the decisions
Discretionary Dollars
Mike Hunsberger, ChFC®, CFP®, CCFC2023-08-14T18:43:11+00:00Discretionary Dollars In a previous article (LINK), I introduced the concept of Minimum Lifestyle Expenses (MLE). MLE is composed of
Important Numbers for 2023
Mike Hunsberger, ChFC®, CFP®, CCFC2023-04-06T14:24:04+00:00There are lots of important numbers to keep in mind when thinking about financial planning and taxes. In some cases,
Die With Zero
Mike Hunsberger, ChFC®, CFP®, CCFC2023-04-06T14:25:23+00:00Die With Zero Ronald Reed, a former gas station employee and janitor died in 2014. He left most of his
Secure Act 2.0
Mike Hunsberger, ChFC®, CFP®, CCFC2023-02-23T20:35:58+00:00SECURE Act 2.0 Congress passed the Omnibus Spending Bill on December 23, 2022. Included in the monstrous 4,000+ document were
Financial Health Checkup
Mike Hunsberger, ChFC®, CFP®, CCFC2023-01-25T14:46:34+00:00Financial Health Checkup January is the perfect time to talk about financial wellness and to do a financial health checkup.
Algorithm Versus Real-Life
Mike Hunsberger, ChFC®, CFP®, CCFC2023-01-09T17:59:13+00:00I find myself answering more and more questions about financial topics with “It depends”. Because as much as we all
End Of Year Planning
Mike Hunsberger, ChFC®, CFP®, CCFC2023-02-23T20:37:03+00:00End-of-Year Planning If you’re like me, you’re probably thinking how can it be December? Where did 2022 go? Before we