What’s a Reasonable Income to Plan For a $1,000,000 Nest Egg?
Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor We don’t live on lump sums. We live on the income. While it may feel nice having $1,000,000 in your IRA or 401k plan, what really matters is how much income you can reasonably generate on that money because it’s …
Part III of III: Common Misconceptions About Trusts
Published by Mindi Bozeman Zanowiak, Normand Bozeman Zanowiak, PLLC Part I explored what a trust is. Part II explored who needs a trust. In Part III, we’re exploring common misconceptions about trusts. These misconceptions center around three areas: who needs trusts, what can be accompl …
Part II of III: Who Needs a Trust?
Published by Mindi Bozeman Zanowiak, Normand Bozeman Zanowiak, PLLC In Part I, we became familiar with what a trust is. Now, we’re looking at the question…who needs a trust? The first threshold question in determining whether a trust is necessary is discerning whether a will or trust is mo …
Part I of III: What is a Trust?
Published by Mindi Bozeman Zanowiak, Normand Bozeman Zanowiak, PLLC A trust is an estate planning tool, but let’s back up. What is estate planning anyway? From a legal perspective, it is being intentional about the legacy (financial and personal) you leave by memorializing your wishes in wr …
Veteran Outdoors Interview – Cody Hirt
Published by Sidney Meriweather, Director of First Impressions CODY, WHAT IS YOUR LIFE DEFINED? Hi, I’m Cody Hirt and one of the co-founders of Veteran Outdoors. For me, a “Life Defined” is getting out serving others in a physical way. When you’re worn out spiritually, emotionally, and phy …
How Do “Put” Options Work and Why Should You Care?
Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor Imagine you’re a farmer nearing the harvest of your annual corn crop. Everything you have is riding on this crop and you must get at least $3.80 per bushel or you’re in trouble. You want to lock in the price, so …
Wise Counsel – Then and Now
Published by Stephanie Wilson, Lead Communications Associate I have been part of the team at Wise Counsel for over 11 years. The changes have been phenomenal in that amount of time. We’ve gone from 3 to 5 stakeholders, and we’ve changed locations. However, some of the most marked difference …
The $16,500 Shot Gun
Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor Let’s do some math. $1,000 in 2019 can buy me a nice new shotgun. I still have a Remington, 12-gauge pump shotgun. It’s a 1976, Model 870 and it still works fine, but it’s a pump and I’d rather have a new automatic. I …
How You Say It
Published by Sidney Meriweather, Director of First Impressions “It’s not just what you say but how you say it.” I can’t remember how many times I’ve had to remind myself of this phrase. Ninety-nine percent of my job is talking to people. Clients, prospects, and co-workers are just a few of …
The Right Advice
Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor You are moving through life making dozens of decisions daily. Health, family, work, faith, civic duties. There are many moving pieces to manage. Every day you must make many choices. Some choices create stress and un …
