How To Avoid Common Estate Plan Pitfalls (EP25)

In this episode, Will Gunlicks, CFP® interviews our guest, Micheal Rhoades, an estate planning attorney, about common estate planning pitfalls and ways to avoid them. 

Should Retirees Worry About Market Volatility? (EP24)

In this episode, Rob Morrison, CFP® and Bob Witt, CFP®, RICP® talk about recent market volatility and how it may affect retirees--especially those who are recently retired. Bob Witt talks about "The Bucket Approach" to retirement planning and how it works. 

How To Protect Yourself From Tax Identity Theft

Now that we’re in the thick of tax season, it’s a great time…

30th Anniversary Edition - The Early Days of Huber Financial (EP23)

In this episode, Dave Huber, CFP®, founder and chief executive officer of Huber Financial and Rob Morrison, CFP® talk about the early days of Huber Financial. Dave reminisces about what it was like to start Huber Financial in 1988 and his early experiences starting the firm through the 90s. 

Market Update - This is the Normal Part

On Monday, the Dow Jones Industrial Average was down 1,175 points,…

Did Your Password Make the “Worst 100” List?

2017 was a big year for data security (not in a good way). There…

A Glass Half Full - A Commentary on the Fourth Quarter and Year 2017

To borrow a phrase from former Yankee catcher Yogi Berra, “It’s…

2017 Fourth Quarter and Year-End Review Slides

  2017 Fourth Quarter and Year-End Review Slides

Making Sense of the New Tax Code

Now that the Tax Cuts and Jobs Act has been signed into law,…