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
15 Ways To Save More [Checklist]
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-23T01:24:00+00:0015 Ways To Save More During January and February, we like to help clients identify proactive ways to start the 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
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 Â
College Tax Credit
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-23T01:29:14+00:00College Tax Credit Paying for college for you, your spouse, or any dependents you can claim on your taxes? If 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
3 Considerations for Investing a Lump Sum of Money
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-23T01:33:18+00:003 Considerations for Investing a Lump Sum of Money Investing is typically an ongoing process tied to the steady rhythm 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
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.