https://huberfinancial.com/wp-content/uploads/iStock-896570168.jpg 482 724 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®2020-06-29 13:43:062020-06-29 13:43:0614 Ways the COVID-19 Crisis Might Make Life Better
Savant’s CEO Brent Brodeski believes the pandemic will create ways for us to improve our lives and emerge stronger and better.
https://huberfinancial.com/wp-content/uploads/Estate-Planning-Desk-900x600-1.jpg 600 900 Dominick Parillo, CFP® https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Dominick Parillo, CFP®2020-06-26 15:01:022020-06-26 15:01:02The SECURE Act Changes the Way People Inherit Money – How Is Your Estate Plan Affected?
Provisions in the SECURE Act may affect your estate plan. Dominick Parillo, Savant’s Director of Wealth Transfer, takes a closer look at the specifics regarding inherited IRA accounts.
https://huberfinancial.com/wp-content/uploads/Retire-Webinar.jpg 676 1202 Robert E. Morrison, CFP® https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Robert E. Morrison, CFP®2020-06-26 13:32:562020-06-29 13:35:13Watch the Recording of “New Retirement Mentality Post COVID”
The Coronavirus is affecting many areas of our lives – even when it comes to preparing for, transitioning into, or living in retirement. What’s the new retirement reality post COVID? On June 24, we answered your questions in an interactive Q&A webinar.
https://huberfinancial.com/wp-content/uploads/July-Tax-Day.jpg 600 900 Alexander Strauss, CPA, MPA https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Alexander Strauss, CPA, MPA2020-06-05 16:11:182020-06-06 16:16:03It’s Tax Day in July! Postponed Tax Deadlines Coming Soon.
Receiving an extra three months to file your tax return can seem like an unexpected gift. But we’re creatures of habit, so pay close attention to the dates because many of the deadlines are significantly different from prior years. Alexander Strauss provides an overview of the postponed tax deadlines and answers related tax questions.
https://huberfinancial.com/wp-content/uploads/economy-and-stock-alignment.jpg 600 900 Cal Brown, CFP®, MST https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Cal Brown, CFP®, MST2020-06-03 17:06:122020-06-03 17:08:23Why Is the Market Going up When the Economy Is Going Down?
Financial advisor Cal Brown explains why the stock market and the economy don’t always move in lockstep.
https://huberfinancial.com/wp-content/uploads/united-states-stimulus-payment-vector-id1214955106.jpg 600 900 Kelli Peterson, CPA, CFP®, ATA, MPA https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Kelli Peterson, CPA, CFP®, ATA, MPA2020-06-02 12:31:582020-06-02 12:38:12Delayed Stimulus Payments, Income Taxes, and Continual IRS Changes, Oh My!
Kelli Peterson answers your frequently asked questions around stimulus payments, including, “Is my stimulus payment taxable?” and “I received a payment for a deceased taxpayer. Now what?!”
https://huberfinancial.com/wp-content/uploads/form-1095a-picture-id533419643.jpg 600 900 Abigail Ogden https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Abigail Ogden2020-06-02 12:15:462020-06-02 12:18:28How the Premium Tax Credit Can Help You Save on Health Care Costs
Determining whether you qualify for the Premium Tax Credit may seem daunting. Wealth Strategy Associate Abigail Ogden reviews the eligibility requirements and mechanics of how these credits work.