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Hurricane Harvey Fallout – 3 Key Planning Areas Following Flood Damage

Blog

Hurricane Harvey Fallout – 3 Key Planning Areas Following Flood Damage

Published by Robert W. Huntley, CFP®, CHFC® When your home has 8 feet of water in it for a week, you’ve got questions; lots of questions.

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Get creative: How to boost your message to prospects

Videos

Get creative: How to boost your message to prospects

Communicating with prospects can be difficult. What are some creative ways that you can enhance your messaging? Bob Huntley offers some ideas to InvestmentNews.

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Hurricane Tax Relief

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Hurricane Tax Relief

Published by Robert W. Huntley, CFP®, CHFC and Angela Washburn, CPA The IRS has provided tax relief measures in the wake of the recent hurricanes.  Local Georgetown acquaintance and CPA professional Angela Washburn sheds light on those processes.

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October Monthly Newsletter: Medicare Open Enrollment

Monthly Newsletters

October Monthly Newsletter: Medicare Open Enrollment

Leaves changing colors and falling to the ground. Playoff baseball. Pumpkin spice everywhere. We can certainly tell fall is officially here. Fall is also the perfect time to consider an often overlooked yet extremely important aspect of cash flow planning in retirement – Medicare coverage.

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Natural Disaster Mortgage Options

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Natural Disaster Mortgage Options

Published by Robert W. Huntley, CFP®, CHFC and Lori Anderson Many people are dealing with losses and looming repair expenses from hurricane Harvey and Irma. That leads to questions about loan options. We asked local expert Lori Anderson with Georgetown Mortgage to explain the options in this blog.

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Medicare 101: What You Need to Know

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Medicare 101: What You Need to Know

An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood you’ll need those services increases.

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Fallout from Equifax Breach

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Fallout from Equifax Breach

143 million American consumers were affected by the data breach at Equifax, one of the nation’s three major credit reporting agencies.

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Help After a Disaster

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Help After a Disaster

Published by Robert W. Huntley, CFP®, CHFC and Steve Campbell Everyone wants to help folks work through the process of recovering from hurricane Harvey. We decided to ask for and publish some practical advice from industry professionals in several specific fields. First up is filing insurance claims.

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Safeguarding Personal Information

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Safeguarding Personal Information

Electronic theft of personal information is the fastest-growing crime in the United States, with more than two billion personal records stolen worldwide in 2016. Protecting your personal information is a key component to reducing the potential that your information may be stolen.

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September Monthly Newsletter – Conflict Avoidance in Estate Planning: Tangible Personal Property

Monthly Newsletters

September Monthly Newsletter – Conflict Avoidance in Estate Planning: Tangible Personal Property

An often overlooked aspect of estate planning is documenting how to distribute tangible personal property after death. Relatively speaking, it is much easier to divide financial assets among your beneficiaries.

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