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.
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.
How To Diversify Your TSP Holdings
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-23T01:40:31+00:00The proposed TSP Mutual Fund Window is too expensive for small accounts. Here are some other options to diversify away from TSP and when and how you might consider using the Mutual Fund Window.
TSP Mutual Fund Window – Too Expensive For Small Accounts
Mike Hunsberger, ChFC®, CFP®, CCFC2025-07-03T13:35:42+00:00The Thrift Savings Plan (TSP) may soon provide access to mutual funds. Based on the current proposal is it a good deal? As proposed, the fees and expenses make it a bad deal for small accounts.
TSP Rollover: 3 and 1/3 Reasons To Consider
Mike Hunsberger, ChFC®, CFP®, CCFC2026-02-24T21:07:45+00:00The Thrift Savings Plan is a great retirement savings option, but it can sometimes make sense to rollover those funds after Federal service.
Next Mission Answers Ten Questions For A Financial Planner
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-23T01:44:47+00:00In a previous article, I discussed why it’s important to perform due diligence when you’re hiring a financial professional and how military members have unique requirements they should seek to address because of their benefits. Based on the questions I compiled, I believe it’s only fair and transparent that I publish my answers
10 Questions Military Should Ask Before Hiring A Financial Planner
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-23T01:45:05+00:00Do a quick Google Search on “Questions to ask your financial advisor” and you’ll find a page of articles. All have a slightly different focus depending on whether they emphasize planning like this one from the CFP Board, or investments likes one from Nerd Wallet, or some personal questions like this one from Dave Ramsey. While good starting points, none focus on financial planning for military members and the unique benefits available to members. With that in mind, consider these questions when interviewing advisors.