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
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
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
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,
529 College Savings Plan: A Primer
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-23T01:22:44+00:00529 College Savings Plans: A Primer Are you looking for a way to save for your children’s college education? A
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
Next Smallest Step
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-23T01:23:29+00:00Next Smallest Step Do you have big ideas about things you’d like to do? How often do actually complete them?
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
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.
End Of Year Planning
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-23T01:28:22+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