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
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
Goal = Guess
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-23T01:30:15+00:00Goal = Guess Do you get stressed when someone asks you about your goals? Concerned about either not reaching them Â
6 Critical Financial Plan Elements
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-23T01:31:27+00:00Wednesday, October 5th marks the 6th annual World Financial Planning Day. My favorite made-up day of the year :) So Â
Tax Time Bomb
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-23T01:37:59+00:00Are you building a retirement tax time bomb? UPDATED April 14, 2023 to reflect SECURE Act 2.0 RMD Changes Conventional Â
Retirement Check-In – 10 Years Out
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-23T01:39:05+00:0010 Years before your planned retirement is a great time for a retirement check-in. Here are 7 key things you should do.