https://huberfinancial.com/wp-content/uploads/AdobeStock_124537979-Credit-Freeze.jpeg 1668 2500 Paulina Iantchev https://huberfinancial.com/wp-content/uploads/Logo-30th-700x156.png Paulina Iantchev2018-05-31 12:03:132018-05-31 12:03:13Should I Consider a Credit Freeze?
If you are concerned about identity theft, data breeches or someone…
https://huberfinancial.com/wp-content/uploads/david-kennedy-508939-Study.jpg 3125 2500 Kimberly Spence Drake, CFA https://huberfinancial.com/wp-content/uploads/Logo-30th-700x156.png Kimberly Spence Drake, CFA2018-05-11 10:08:562018-05-11 10:08:56Is It Time to Start College Hunting With Your Child?
You did what you were supposed to do and started saving for your…
Junior High is a Good Time to Start
https://huberfinancial.com/wp-content/uploads/iStock-655349912Immediacy.jpg 1451 2066 Robert E. Morrison, CFP® https://huberfinancial.com/wp-content/uploads/Logo-30th-700x156.png Robert E. Morrison, CFP®2018-05-01 08:56:512018-05-01 08:56:51Our Culture of Immediacy (EP28)
With the advent of instant messaging, Amazon Prime and Google, most of us have gotten used to getting what we want in a matter of minutes, if not seconds. But are we losing the fine art of patience? In this episode Rob Morrison, CFP® and Ed Cruickshank, CFP®, will talk about how this culture of immediacy may be affecting your investment decisions.
https://huberfinancial.com/wp-content/uploads/VLAdobeStock_56238002.jpeg 1666 2500 Edward H. Cruickshank, CFP® https://huberfinancial.com/wp-content/uploads/Logo-30th-700x156.png Edward H. Cruickshank, CFP®2018-04-16 06:00:142018-04-30 13:44:33What Is a Career Victory Lap? (EP 27)
We're seeing an emerging trend where people phase into their retirement. It's no longer a singular event where you transition from full working to full not-working overnight. We call this new phase of retirement a Victory Lap. In this episode Rob Morrison, CFP® and Ed Cruickshank, CFP® have a conversation about this new retirement trend. Is a Victory Lap right for you?
https://huberfinancial.com/wp-content/uploads/AdobeStock_1243781Guard.jpeg 1680 2240 Danny Noonan https://huberfinancial.com/wp-content/uploads/Logo-30th-700x156.png Danny Noonan2018-04-12 10:36:292018-04-17 11:27:30First Quarter 2018 Commentary - A Changing of the Guard
The markets make the news—the news does not make the markets.…
https://huberfinancial.com/wp-content/uploads/AdobeStock_180270622Medicare.jpeg 1774 2500 Paulina Iantchev https://huberfinancial.com/wp-content/uploads/Logo-30th-700x156.png Paulina Iantchev2018-04-06 10:05:202018-04-06 10:06:24New Medicare Cards Coming Soon - How To Avoid Related Scams
In an effort to deter identity theft, Medicare is mailing new…
https://huberfinancial.com/wp-content/uploads/2018-Q1-Slides-3.jpg 256 374 Martha Conlon https://huberfinancial.com/wp-content/uploads/Logo-30th-700x156.png Martha Conlon2018-04-05 11:12:592018-04-05 11:18:342018 First Quarter Review Slides
2018 First Quarter Review Slides
https://huberfinancial.com/wp-content/uploads/AdobeStock_8492726Credit-Card.jpeg 1666 2500 Martha Conlon https://huberfinancial.com/wp-content/uploads/Logo-30th-700x156.png Martha Conlon2018-03-26 13:07:362018-03-26 13:07:36Protecting Your Identity (EP26)
Online shopping through a cell phone or laptop has become a normal part of our lives. Some prefer to shop from the comfort of their family room couch while others take care of their online errands at a local cafe. Wealth Manager Kim Drake, CFA and Paulina Iantchev, a senior client service associate, talk about some helpful tips on how to protect your identity.
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.