Broker Check

951.696.5292

Blog

Tuesday, August 6, 2019

Full Size Version //

 

Wednesday, July 17, 2019

Full Size Version Download the Worksheet //

 

Friday, July 12, 2019

Will You Avoid These Estate Planning Mistakes? Too many wealthy households commit these common blunders. Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make...

 

Monday, July 1, 2019

In this month’s recap: Stocks, gold, and oil all surge, a door opens for U.S.-China trade talks to resume, and the Federal Reserve suddenly sounds dovish. Monthly Economic Update Presented by Ross Hunt, CFP®, July 2019 THE...

 

Wednesday, June 26, 2019

Tax EfficiencyWhat it means; why it counts. The after-tax return vs. the pretax return.Everyone wants their investments to perform well. But for many investors it’s their after-tax return that may make all the difference. After...

 

Show All

Thursday, June 20, 2019

Federal Student Loan Interest Rates Decrease for 2019-2020 For the first time in three years, interest rates on federal student loans will decrease for the 2019-2020 academic year. The lower rates apply to new federal student loans...

 

Saturday, June 15, 2019

Signs of Elder Abuse Physical, mental, and financial warning signals. Is someone taking advantage of someone you love? June 15 is World Elder Abuse Prevention Day, a day to call attention to a crisis that may become even more common as...

 

Saturday, June 1, 2019

In this month’s recap: major stock benchmarks descend as new developments in the U.S.-China tariff dispute lead to a broad risk-off in equities; consumer confidence surges, while the housing market cools. Monthly Economic...

 

Sunday, May 26, 2019

The Financial Realities of Longevity Your financial future is up to you and no one else. What will be your future?You know that solid retirement strategy takes your time horizon, an often unpredictable factor, into consideration. Your...

 

Tuesday, May 14, 2019

Key Person Insurance A way for businesses – especially niche businesses – to address a major risk. Who are the people most crucial to your business? Have you taken steps to insure them?

 

Monday, May 6, 2019

Full Size Verison //

 

Wednesday, May 1, 2019

In this month’s recap: the S&P 500 returns to record territory, key economic indicators show strength, oil continues its ascent, and existing home sales decline.

 

Thursday, April 25, 2019

Explaining the Basis of Inherited Real Estate What is cost basis? Stepped-up basis? How does the home sale tax exclusion work? At some point in our lives, we may inherit a home or another form of real property.In such instances, we...

 

Tuesday, April 16, 2019

Can an IRA Be a College Savings Vehicle? You might be surprised at its potential. An IRA is a retirement savings account, right? Indeed.

 

Wednesday, April 10, 2019

The High Cost of Health Care A financial strategy can take health care costs into account. One of the most ubiquitous aspects of social media in recent years has been the arrival of Americans crowdfunding around a major health issue....

 

Monday, April 1, 2019

In this month’s recap: the Federal Reserve sees no rate hikes in 2019, investors watch Treasury yields with interest, hiring suddenly weakens, home sales pick up, and the price of oil tops $60. Monthly Economic Update Presented...

 

Thursday, March 28, 2019

Retiring Single If you are retiring single, income replacement and staying socially engaged should be considerations. About 6% of Americans 65 and older have never married. That statistic comes from a 2018 Census Bureau report, which...

 

Tuesday, March 12, 2019

An Executor Checklist The steps you may need to take to fulfill a major responsibility. If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is not only a measure of your ability, but...

 

Friday, March 1, 2019

In this month’s recap: domestic and foreign shares (and many commodities) advance, as two major investor anxieties ease for the moment. Monthly Economic Update Presented by Ross Hunt, CFP®, March 2019 THE MONTH IN BRIEF You...

 

Saturday, February 23, 2019

Major Risks to Family Wealth Will your accumulated assets be threatened by them? All too often, family wealth fails to last. One generation builds a business – or even a fortune – and it is lost in ensuing decades. Why does...

 

Thursday, February 7, 2019

Financial Strategy for Athletes Step One: Find a trusted financial coach; Step Two: Listen to your coach. Whether you are a professional athlete, a college amateur, or an aspiring Olympian, you probably know what success feels like....

 

Friday, February 1, 2019

In this month’s recap: equities rally here and around the world, economic fundamentals look solid, the pace of home sales slows, and oil surges. Monthly Economic Update Presented by Ross Hunt, CFP®, February 2019 THE MONTH IN...

 

Sunday, January 20, 2019

Investment Policy Statements What are they? Why are they important? A self-fulfilling policy. An investment policy statement (IPS) is a document which helps the client and advisor stay “on the same page” by clearly stating...

 

Tuesday, January 1, 2019

In this month’s recap: equity and commodity markets experience major losses, the Fed sends a hawkish message, home sales improve, and the economy maintains its momentum. Monthly Economic Update Presented by Ross Hunt, CFP®,...

 

Thursday, August 30, 2018

This popular retirement savings vehicle comes in several varieties. What don’t you know? Many Americans know about Roth and traditional IRAs, but there are other types of Individual Retirement Arrangements. Here’s a quick...

 

Sunday, May 13, 2018

Wise moves to make before things are finalized. Before your divorce goes through, it will be wise to check up on financial matters. It will be better to assess the state of your financial life before the split rather than after. Find...

 

Wednesday, May 9, 2018

Comparing the old rules with the new. The Tax Cuts and Jobs Act made dramatic changes to federal tax law. It is worth reviewing some of these changes as 2019 approaches and households and businesses refine their income tax strategies....

 

Thursday, May 3, 2018

Are Millennial Women Saving Enough for Retirement? The available data is more encouraging than discouraging. Women 35 and younger are often hard-pressed to save money. Student loans may be outstanding; young children may need to be...

 

Tuesday, May 1, 2018

The habits and values of wealthy Americans. Just how many millionaires does America have? By the latest estimation of Spectrem Group, a research firm studying affluent and high net worth investors, it has more than ever before. In 2015...

 

Saturday, April 28, 2018

What is cost basis? Stepped-up basis? How does the home sale tax exclusion work? At some point in our lives, we may inherit a home or another form of real property. In such instances, we need to understand some of the jargon involving...

 

Wednesday, April 25, 2018

Your approach to building wealth should be built around your goals & values. Just what is “comprehensive financial planning?” As you invest and save for retirement, you will no doubt hear or read about it – but what...

 

Wednesday, January 24, 2018

If you do, there are some “minor concerns” to keep in mind. Should you make a minor child the primary beneficiary of your IRA? Are there any caveats to that choice? IRA owners frequently name young children as contingent...

 

Saturday, July 1, 2017

The "HUNT" Club A monthly newsletter for our clients and friends July 2017 Edition

 

Thursday, June 1, 2017

The "HUNT" Club A monthly newsletter for our clients and friends June 2017 Edition

 

Wednesday, May 17, 2017

Here is a way for a solopreneur to save much more for retirement. Self-employed? Seeking to ramp up your retirement savings? You should look at the potential of the Roth Solo 401(k). If you are a high-earning solopreneur, this savings...

 

Friday, May 5, 2017

Does taking a Roth IRA distribution affect the taxation of Social Security benefits? Generally, no. If the Roth IRA distribution is a qualified distribution (i.e., it’s made after 5 years and because the Roth IRA owner is age 59...

 

Wednesday, May 3, 2017

Press-Release - Ed Slott IRA Conference – May 2017

 

Monday, May 1, 2017

The "HUNT" Club A monthly newsletter for our clients and friends May 2017 Edition

 

Saturday, April 22, 2017

If an investor chooses a non-human financial advisor, what price could they end up paying? Investors have a choice today that they did not have a decade ago. They can seek investing and retirement planning guidance from a human...

 

Wednesday, January 11, 2017

Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 may result in a 10% IRS penalty tax in addition to current income tax. The Roth...

 

Tuesday, November 8, 2016

press-release-ed-slotts-master-elite-workshop-oct-2016-rmh

 

Thursday, October 6, 2016

How do you claim them? How much can you receive? About 5 million widowed Americans get Social Security survivor benefits. If your spouse has passed, you may be eligible to collect them. This means that you could receive as much as 100%...

 

Friday, August 19, 2016

The answer depends on your income. Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless of how you feel about it, it is a possibility. Seniors have had to contend with this possibility since...