Mid-Year Tax Review
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-22T22:24:27+00:00Mid-Year Tax Review I know you’re probably feeling like you just finished taxes, but as we head into the middle Â
Plan Process Product
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-22T22:25:40+00:00Plan Process Product Trying to decide on what you’ll invest in before understanding where you are and where you want Â
Tax Strategy & Tactics: Build and Execute Your Plan
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-22T22:28:45+00:00Tax Strategy & Tactics: Build and Execute Your Plan Did you pay enough in taxes this year? You may be Â
Retirement Red Zone
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-22T22:30:05+00:00Retirement Red Zone The retirement red zone is the 5 years before and after retirement. This is the time when Â
Avoid The Post-Military Retirement Tax Shock
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-22T22:31:22+00:00Avoid The Post-Military Retirement Tax Shock Your military retirement transition introduces big changes across many fronts. Many of the decisions Â
Discretionary Dollars
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-23T01:20:59+00:00Discretionary Dollars In a previous article (LINK), I introduced the concept of Minimum Lifestyle Expenses (MLE). MLE is composed of Â
Important Numbers for 2023
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-23T01:22:10+00:00There are lots of important numbers to keep in mind when thinking about financial planning and taxes. In some cases, Â
Die With Zero
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-23T01:23:05+00:00Die With Zero Ronald Reed, a former gas station employee and janitor died in 2014. He left most of his Â
Secure Act 2.0
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-23T01:25:08+00:00SECURE Act 2.0 Congress passed the Omnibus Spending Bill on December 23, 2022. Included in the monstrous 4,000+ document were Â
Financial Health Checkup
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-23T01:25:41+00:00Financial Health Checkup January is the perfect time to talk about financial wellness and to do a financial health checkup. Â