https://huberfinancial.com/wp-content/uploads/Trust-large.jpg 500 800 Brent Brodeski, MBA, CPA, CFP®, CFA®, AIFA® https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Brent Brodeski, MBA, CPA, CFP®, CFA®, AIFA®2020-04-30 08:20:082020-04-30 08:24:34Watch the Recording of “From Pandemic to Positivity”
Are you looking for practical steps you can take to stay positive during this unsettling time? We welcomed Rod Ogilvie, a licensed counselor and executive coach, for a live interview with our CEO Brent Brodeski on April 28. Rod shared ideas on how to stay positive and how you can provide solid leadership to your family and colleagues. You can watch the recording now.
https://huberfinancial.com/wp-content/uploads/Bear_Market_Image.jpg 600 900 Gina Beall, CIMA®, MBA https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Gina Beall, CIMA®, MBA2020-04-29 15:18:592020-04-29 15:20:04“Social Distance” Yourself from Panic by Following the Lessons of Past Bear Markets
On top of health concerns, many people are worried about their financial wellbeing. This is the time to lean on your trusted financial professionals to provide clarity on your specific circumstances and to put today’s coronavirus crisis in perspective relative to previous health or financial driven crises we have endured.
https://huberfinancial.com/wp-content/uploads/the-word-tax-in-a-torn-hole-of-yellow-background-top-view-picture-id1161433337.jpg 600 900 Alexander Strauss, CPA, MPA https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Alexander Strauss, CPA, MPA2020-04-27 15:07:142020-04-29 15:08:282019 Taxes – What We Learned, What We Recommend
Alexander Strauss, financial planning and tax accountant, summarizes what we’ve learned from the 2019 tax return season and outlines possible tax reduction opportunities that you may be able to utilize next year. He also answers recent tax FAQs, including “Am I Eligible to Receive a Stimulus Check?” and “What’s The Deal With the New W-4?”
https://huberfinancial.com/wp-content/uploads/paper-with-words-rmd-required-minimum-distributions-picture-id655465344.jpg 600 900 Joel Cundick, CFP®, AIF®, APMA® https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Joel Cundick, CFP®, AIF®, APMA®2020-04-27 14:38:182020-04-29 14:41:052020: The Year Required Distributions Aren’t Required
Thanks to the CARES Act, required minimum distributions (RMDs) from tax-deferred accounts are not required during the 2020 tax year. Find out how you can take advantage of the 2020 modifications (even if you already took money out).
https://huberfinancial.com/wp-content/uploads/piggybank-on-wooden-table-top-standing-on-top-of-a-stack-of-books-on-picture-id645234332-1.jpg 600 900 Mary Beth Brummond, MA, CFP® https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Mary Beth Brummond, MA, CFP®2020-04-27 14:34:512020-04-29 14:35:12Student Loan Relief under the CARES Act
Under the CARES Act, payments for federal student loans are suspended through September, and interest rates are temporarily set to 0%. Read more for details on how this relief works.
https://huberfinancial.com/wp-content/uploads/work-tools-picture-id801035598.jpg 600 900 Wendy Blair, CFP®, ChFC®, AIF® https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Wendy Blair, CFP®, ChFC®, AIF®2020-04-16 14:25:372020-04-29 14:29:42Should You Dump Your Family Trust?
Is your family trust aligned with your goals for your family? As federal exemptions change, so do the benefits. Financial advisor Wendy Blair shares some important things to consider.
https://huberfinancial.com/wp-content/uploads/White-Knuckle.jpg 600 900 Robert E. Morrison, CFP® https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Robert E. Morrison, CFP®2020-04-15 14:43:492020-04-15 14:53:01White Knuckle Time
Yes, the ride is bumpy and we’re experiencing turbulence. But fasten your seatbelt and trust your pilot. If your flight plan is solid, you’ll still arrive safely at your destination. Chief Strategy and Innovation Officer Rob Morrison shares lessons we can learn from recent adversity.
https://huberfinancial.com/wp-content/uploads/row-of-lotus-flower-in-the-sunset-picture-id1183896366-1.jpg 600 900 LaVonne Brown https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png LaVonne Brown2020-04-14 15:33:482020-04-15 15:35:30Acknowledging the Losses of Today as a Path to a Wiser Tomorrow
Are you mourning and longing for life “pre COVID-19”? We certainly can’t control the current crisis, but we can help ourselves and those around us to move through the stages of grief. Savant’s Chief Communications and Culture Officer LaVonne Brown provides some perspective.
https://huberfinancial.com/wp-content/uploads/stop-the-domino-effect-picture-id1089416430.jpg 600 900 Brent Lindell, CTFA, CFP®, AIF®, CRPS® https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Brent Lindell, CTFA, CFP®, AIF®, CRPS®2020-04-14 15:20:462020-04-15 15:22:12A New View of Risk
If you’re thinking about reducing your exposure to stocks during a bear market, here are four questions to consider from financial advisor Brent Lindell.