https://huberfinancial.com/wp-content/uploads/cropped-Living-With-Money-Art-Final-300x300-3.jpg 512 512 Martha Conlon https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Martha Conlon2019-12-09 15:25:072019-12-09 15:25:07Maureen Wright, CFP® Featured on The Living With Money Podcast
Maureen Wright, a wealth advisor at Huber Financial appeared on The Living With Money podcast with Tim Mullooly an investment advisor at Mullooly Asset Management.
https://huberfinancial.com/wp-content/uploads/104006177-1556914493005sharon_v1.jpg 300 400 Martha Conlon https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Martha Conlon2019-12-05 12:31:232019-12-05 12:35:48CNBC’s Sharon Epperson – Financial Lessons Learned After Surviving a Ruptured Brain Aneurysm
More years ago than I want to admit, I had the pleasure of working with Sharon Epperson, Senior Personal Finance Correspondent for CNBC when I was part of Morningstar’s media relations team. Sharon was and still is one of my favorite media contacts. Today— two teenage children and another career later—I read Sharon’s inspirational story about her experience and recovery from a ruptured brain aneurysm.
https://huberfinancial.com/wp-content/uploads/Grandma-Moses.jpg 580 466 Carla Guthrie https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Carla Guthrie2019-12-04 11:41:112019-12-04 11:41:11Female Visionary Spotlight – Grandma Moses
Her legacy is both captivating and astonishing and can make you say to yourself, if not for women like Grandma Moses, where would we be as women today? She was a cultural icon who inspired housewives, widows and retirees. Her father’s encouragement led her to pursue her childhood dream that manifested itself in earnest when she was 78.
https://huberfinancial.com/wp-content/uploads/Doyle-Maureen-161014-5242-fave-linkedin-1.jpg 800 800 Martha Conlon https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Martha Conlon2019-11-22 13:57:462019-11-22 13:57:46Maureen Wright, CFP® Talks About Holiday Spending in The Golden Girl Blog
Maureen Wright, CFP®, a wealth advisor for Huber Financial Advisors, was featured in a post about holiday spending in The Golden Girl blog, which is written for women who find joy in the everyday madness.
https://huberfinancial.com/wp-content/uploads/AdobeStock_159586639.jpeg 666 1000 Martha Conlon https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Martha Conlon2019-11-21 10:54:342019-11-21 10:55:20Phil Huber, CFA, CFP® Quoted in Barron’s Article About Using Dividend Stocks to Generate Income
In the Nov. 15, 2019 issue of Barron's, Phil Huber, chief investment officer of Huber Financial Advisors cautioned investors about taking on extra risk to achieve higher yields when saving for retirement. He suggested that investors periodically rebalance (from better-performing asset classes to underperformers, for example) and occasionally sell to supplement income.
https://huberfinancial.com/wp-content/uploads/Ms_Medicine_cover.jpg 1082 918 Janet Petran, CPA, CFP® https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Janet Petran, CPA, CFP®2019-11-15 14:40:392019-11-15 15:33:08Author Olivia Arquette and Her Victory Lap (EP46)
Olivia Arquette is a wife, mother, and lover of things that make her laugh. Before becoming an author, Olivia spent the majority of her career in the financially lucrative, but emotionally vexing field of pharmaceutical sales and marketing. She left this career to follow her dream of becoming a published author with her first book, Ms. Medicine. In this episode, Janet Petran, CFA, CFP® and Rob Morrison, CFP® talk to Olivia about her journey.
https://huberfinancial.com/wp-content/uploads/AdobeStock_100468077.jpeg 563 1000 J. Peter Doyle, CPA/PFS, CFP® https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png J. Peter Doyle, CPA/PFS, CFP®2019-11-08 12:56:352019-11-08 12:56:35Year-End Tax Tips 2019 (EP45)
Ed Cruickshank, CFP® and Pete Doyle, CPA/PFS, CFP® are back in the studio to talk tax tips for 2019. There's still time to take some steps that may lower your overall tax bill for this year and the next. During this discussion, Ed and Pete focus on specific areas such as medical expenses, 529 plan contributions, health-savings accounts (HSAs) and retirement accounts.
https://huberfinancial.com/wp-content/uploads/Fill-a-Heart-Logo.png 437 569 Martha Conlon https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Martha Conlon2019-10-28 11:00:522019-10-28 11:01:43Huber Financial Team Fills a Heart for Homeless Children In Illinois
The Huber Financial team joined forces with Fill A Heart 4 Kids to fill care packages with winter coats, hats, scarves and gloves for homeless children across Illinois.
https://huberfinancial.com/wp-content/uploads/AdobeStock_286936143.jpeg 5613 8419 Janet Petran, CPA, CFP® https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Janet Petran, CPA, CFP®2019-10-17 07:00:502019-10-15 15:38:11Combining Finances With a Significant Other
As an advisor, many of my clients are married couples, or unmarried partners for whom we do combined financial planning. More and more, though, we are seeing couples who kept things separate and now want to know the best way to approach combining their financial assets. Perhaps it’s a newly married couple who now realize that raising a family might necessitate combined household budgeting and saving for college.