Interest Rates at Historic Lows, Wealth Transfer Opportunities at Historic Highs
The Applicable Federal Rate (AFR) and § 7520 Rate have fallen to historic lows due to the Federal Reserve reducing…
4 years ago
Blog
Integrating Life Insurance into Wealth Transfer Plans
Asset Class-Equivalent ROI on the Death Benefit The Traditional View is Incomplete Only considering expected return on the death benefit…
4 years ago
Tax Planning With the Recent SECURE Act Changes
Tax Planning With the Recent SECURE Act Changes In December 2019 the US Congress finally passed the Setting Every Community…
4 years ago
What is Asset Protection?
After working so hard to attain a certain level of wealth, the worst thing that could happen is to lose…
7 years ago
Wealth Planning Basics
You’ve worked hard to make your money. Now you want to make sure you can maintain a high standard of…
7 years ago
Estate Planning Checklist
Few people want to consider the end of their lives. Unfortunately, being unprepared for the end of your life can…
7 years ago
Mitigating Risk in a Risky World
In finance, risk is classified as the expected return on an investment compared to the actual return. Risk management, therefore,…
7 years ago
TGen And Mitch Hundman: An Organic Partnership
Hundman Wealth’s own Mitchell Hundman recently became an ambassador for the Translational Genomics Research Institute, known as TGen. TGen is…
7 years ago
Four Key Aspects of Financial Planning
The image that pops into most people’s minds when asked to picture wealth management is structured suits, corporate offices, and…
7 years ago