Blog

Ways to Minimize Tax on an Investment Portfolio

Ross Hunt, CFP®

Monday, December 12, 2022

Improving return by minimizing taxesAlthough we are all obligated to pay our fair share of taxes, few of us would be pleased to pay taxes unnecessarily. Because taxes lower the actual return on your investments, you should be...

Considerations for Your Charitable Giving

Ross Hunt, CFP®

Tuesday, November 15, 2022

Points to think about as you contemplate giving to others and causes. Any endeavor worth undertaking, especially one that may affect others, deserves our careful consideration before we begin.When contemplating charitable giving,...

6 Ways to Minimize Your Tax Liability Throughout the Year

Ross Hunt, CFP®

Tuesday, November 1, 2022

You don't need to wait until the end of the year to look for ways to minimize your tax liability. Tax planning should take place throughout the year to have you prepared well ahead of tax season. Here are six ways to minimize your tax...

5 Key Steps To Help Women Strengthen Their Business and Their Retirement

Ross Hunt, CFP®

Tuesday, October 25, 2022

As a female entrepreneur, you may face different challenges than your male counterparts. For example, women were disproportionately affected by the COVID pandemic. 1 They also tend to earn less than their male peers—largely in...

Setting and Targeting Investment Goals

Ross Hunt, CFP®

Tuesday, October 11, 2022

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire.It sounds a little crazy, doesn't it? But that's what...

401(k) Rollover Options to Consider

Ross Hunt, CFP®

Tuesday, October 4, 2022

When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k). A retirement plan participant typically has four options (and may engage in a combination of these options), each choice...

If the thought of reviewing your finances with the help of a financial professional strikes more fear into your heart than giving a public speech, you are not alone—two in every three Americans report regularly feeling stressed...

3 Things to Know about College Planning and Financial aid

Ross Hunt, CFP®

Monday, September 26, 2022

Planning how to pay for the expenses of attending college or a technical school is essential, and there are ways to save to make secondary education more affordable. Here are three things to know about secondary education planning and...

Resources for Women-Owned Small Businesses

Ross Hunt, CFP®

Wednesday, September 21, 2022

Small businesses face many problems related to their size, capital, and capability, and for women-owned small businesses, the challenge is sometimes even greater. The good news is there are many professional organizations out there...

How To Financially Prepare for a Disaster

Ross Hunt, CFP®

Tuesday, September 13, 2022

Natural disasters like wildfires, floods, earthquakes, tornadoes, and long-term power outages don't discriminate—they may impact anyone at any time. However, you don't need to live your life under the constant stress of expecting...

National Life Insurance Awareness Month

Ross Hunt, CFP®

Thursday, September 1, 2022

It’s also a good time to talk about the insurance crisis facing baby boomersBaby boomers’ huge numbers and surprisingly shaky health threaten government old-age benefits. That’s why you need to bolster your own...

Preparing for Retirement is Not Entirely Financial

Ross Hunt, CFP®

Friday, August 26, 2022

Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here are some non-monetary factors to consider as you prepare for your retirement.What will you do...

Why do so many people never obtain the financial independence that they desire? Often it's because they just don't take that first step — getting started. Besides procrastination, other excuses people make are that investing is...

Have you ever found yourself scrambling for spare cash to send with your child for school lunch? Have you paid a late fee because you simply forgot when a bill was due? Have you woken up in a cold sweat trying to remember if you paid...

When it comes to creating your own monthly budget, sometimes planning is easier than the practice. Keeping track of finances can be tricky, but, with a few guidelines and time, you can take charge of your bank account once and for all...

It’s so easy to get caught up in the bliss of summer that, before you know it, the new school year is a week away. To avoid being struck with last minute panic, here are a few things to ask yourself before the first day of school...

If you sometimes feel like your financial life has too many moving parts, you may be looking for ways to get back to the basics—without letting anything slip through the cracks. Fortunately, simplifying your finances does not...

If you sometimes feel like your financial life has too many moving parts, you may be looking for ways to get back to the basics—without letting anything slip through the cracks. Fortunately, simplifying your finances does not...

Many people realize that the best way to stay in shape is to develop an appropriate fitness regimen and then stick with it. If you start a fitness program and drop out, you never give yourself a chance to become physically fit. In the...

Working towards financial independence can often be a lifelong process. But for many, financial freedom may come far sooner—and include some fun along the way. What are the differences between financial independence and financial...

A solid financial plan for small businesses is vital, and part of that financial plan should be insurance. Insurance is essential to preserve small businesses, cover their assets, and safeguard their employees. Here are some types of...

Although many things have changed in the financial world over the past 20 years, some nuggets of financial advice are timeless. Here are a few tips that have remained constant for several generations.Always Spend Less Than You...

As a business owner, you may assume you do not need professional financial advice until you hit certain milestones such as $1 million in sales, having ten employees, or some other tangible measure. However, financial professionals may...

If you have always thought estate planning was just for those nearing retirement or already retired, think again. If you own a home, it is important to have a plan in place. Without a will or other arrangements that allow your home to...