Personal Trainer and Financial Fitness

by Bob Huntley CFP®, CHFC®, CKA®, Founder and Wealth Advisor   A couple of years ago I was approaching a big birthday. It was personally meaningful to me, and I used that looming date on the calendar to set a plan to get as fit as possible.

6 Planning Opportunities for 401(k)s in Light of the SECURE Act

By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.

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 …

Financial Planning Questions Small Business Owners Should Ask Themselves

Foundational decisions you make can save you – or cost you – thousands over time, no matter how many widgets you sell or clients you sign up. There are deep structure questions here that will be the difference between long-term growth or flash-in-the-pan success.

8 Legitimate Tax Loopholes You May Be Missing

3 Methods to Not Run Out of Money

What's the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.

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