https://huberfinancial.com/wp-content/uploads/iStock-172784605-Estate-Planning.jpg 835 1257 William V. Gunlicks, CFP® https://huberfinancial.com/wp-content/uploads/Logo-30th-700x156.png William V. Gunlicks, CFP®2018-03-12 08:02:592018-03-12 09:36:23How 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.
https://huberfinancial.com/wp-content/uploads/iStock-505629040Computer-Screen.jpg 484 722 Robert J. Witt, CFP®, RICP® https://huberfinancial.com/wp-content/uploads/Logo-30th-700x156.png Robert J. Witt, CFP®, RICP®2018-02-26 06:00:212018-02-26 08:50:48Should 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.
https://huberfinancial.com/wp-content/uploads/AdobeStock_23379353TAX.jpeg 1666 2500 Paulina Iantchev https://huberfinancial.com/wp-content/uploads/Logo-30th-700x156.png Paulina Iantchev2018-02-22 08:25:042018-02-22 08:27:45How To Protect Yourself From Tax Identity Theft
Now that we’re in the thick of tax season, it’s a great time…
https://huberfinancial.com/wp-content/uploads/Dave-Mini-Meme.jpg 599 559 David J. Huber, CFP® https://huberfinancial.com/wp-content/uploads/Logo-30th-700x156.png David J. Huber, CFP®2018-02-12 09:53:192018-02-20 12:59:2930th 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.
https://huberfinancial.com/wp-content/uploads/MeditateAdobeStock_103357287.jpeg 1666 2500 Phil Huber, CFA, CFP® https://huberfinancial.com/wp-content/uploads/Logo-30th-700x156.png Phil Huber, CFA, CFP®2018-02-06 08:18:582018-02-15 12:27:36Market Update - This is the Normal Part
On Monday, the Dow Jones Industrial Average was down 1,175 points,…
https://huberfinancial.com/wp-content/uploads/AdobeStock_49921995PW.jpeg 1660 2500 Paulina Iantchev https://huberfinancial.com/wp-content/uploads/Logo-30th-700x156.png Paulina Iantchev2018-01-30 09:27:182018-01-30 09:31:29Did Your Password Make the “Worst 100” List?
2017 was a big year for data security (not in a good way). There…
https://huberfinancial.com/wp-content/uploads/GlassAdobeStock_159675117-1.jpeg 1318 2500 Danny Noonan https://huberfinancial.com/wp-content/uploads/Logo-30th-700x156.png Danny Noonan2018-01-12 13:15:352018-01-12 13:15:35A Glass Half Full - A Commentary on the Fourth Quarter and Year 2017
To borrow a phrase from former Yankee catcher Yogi Berra, “It’s…
https://huberfinancial.com/wp-content/uploads/4Q-2017-Slides-Graphic.jpg 748 970 Martha Conlon https://huberfinancial.com/wp-content/uploads/Logo-30th-700x156.png Martha Conlon2018-01-11 11:47:172018-01-16 11:48:122017 Fourth Quarter and Year-End Review Slides
2017 Fourth Quarter and Year-End Review Slides
https://huberfinancial.com/wp-content/uploads/AdobeStock_98573648-1.jpeg 3648 5472 J. Peter Doyle, CPA/PFS, CFP® https://huberfinancial.com/wp-content/uploads/Logo-30th-700x156.png J. Peter Doyle, CPA/PFS, CFP®2017-12-21 09:27:442017-12-27 10:19:49Making Sense of the New Tax Code
Now that the Tax Cuts and Jobs Act has been signed into law,…