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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…

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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…

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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…

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What is Asset Protection?

After working so hard to attain a certain level of wealth, the worst thing that could happen is to lose…

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Wealth Planning Basics

You’ve worked hard to make your money. Now you want to make sure you can maintain a high standard of…

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Estate Planning Checklist

Few people want to consider the end of their lives. Unfortunately, being unprepared for the end of your life can…

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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,…

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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…

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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…