Who’s Returning Your Calls?
Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor When markets are selling off, is anyone returning your calls or emails? It’s February 28, 2020. The US stock market is in the midst of another correction, currently off about 12% in just one week. Will it get wo …
SECURE ACT – Does It Impact You?
Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor You’ve likely heard by now something about the new law called the SECURE Act, which became effective on January 1, 2020. As usual, there is a lot of noise and complication around tax law changes like this. …
True Wealth
Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor One woman has millions in the bank and lives a life of poverty. Another woman has little in the bank yet lives a life of true wealth. I like this quote by Ernest Hemingway: “It takes 2 years to learn to speak an …
The Art of Being Thankful
Published by Stephanie Wilson, Lead Communications Associate It’s the time of year when our thoughts go to thankfulness for our family, friends, and all we have received. There is more to be thankful for than the things that money can buy. The intangible things are the ones that touch us th …
Avoiding The “Big Mistake”
Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor In the summer of 2000, someone I knew for about 5 years calls me with a question. He wanted to know if he should sell his Enron bonds or keep them. Enron at the time was in the early stages of corporate death. U …
The Importance of Credit
Published by Annah Tucker, Director of Operations We have all been taught that you need credit in order to obtain goods or services, based on the trust that payment will be made in the future. However, I do not believe we have all been taught the skills to create good credit, and the spectr …
Inflation and the Illusion of Safety
This chart brings back some memories. In 1971 I was a pre-teen growing up in Houston, Texas. Source I remember my parents buying a brand-new Toyota Corolla and paying in the $3,500 range. What does a Toyota Corolla cost today? Really makes things real for me when I think it through like tha …
Retirement for Young People
Published by Sidney Meriweather, Relationship Manager I was sitting in class for one of my CFP® courses, and the professor asked me, “When do you plan to retire?” I really couldn’t come up with a good answer other than, “maybe 65?” You see, at 24 years old, I’m barely thinking about what I’ …
When Work Becomes Optional
Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor WHAT WILL YOU DO WHEN WORK BECOMES OPTIONAL? For most people, there is never enough money. Either that is factually true, meaning the numbers just don’t add up yet, or, it’s emotionally true, they will never fee …
Is a SIMPLE IRA a Good Option For You On Your Consulting Income?
Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor Many people retire in their mid-50s to mid-60s but continue working on the side as contractors. The side gig is a way to earn some extra spending money and stay engaged mentally and socially. In this situation, y …
