A Few Words About Us
We here at Gary Hunt Insurance specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning.
We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
Financial Services
Our primary goal is keeping our clients’ money safe from volatile and risky investments.
Learn MoreInsurance Services
Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.
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Learn MoreEducational Videos
Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services
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Annuities: Why You Need To Know How They Work
You need to know how they work, because many financial planners recommend them to their clients for retirement planning purposes. In fact, one study shows that almost 90 % of planners recommend them. Does that mean you need them? Well, you can decide if you do, and if...
read moreFinancial Health Checklist
Retirement is a stage in life that should be looked forward to and celebrated. But to get there, you have to plan accordingly. Like learning a new skill, planning for retirement is a long-term process that includes countless course corrections and practice along the...
read more5 Things You Need to Know Before You Retire
Take it from a professor who has spent the last 10 years focusing on the distribution phase of retirement, here are some lessons to live by. As a professor at The American College of Financial Services and the co-creator of the Retirement Income Certified Professional...
read moreIRA Blog
ROTH IRA & ROTH 401(K) – THE BASICS
By Andy Ives, CFP®, AIF® IRA Analyst Roth IRAs and Roth 401(k) plans are incredibly popular, and why wouldn’t they be? Both offer tax-free earnings and allow the account owner to pass tax-free dollars to their beneficiaries. However, despite the ubiquity of Roth...
read moreINHERITED IRAS AND RMDS: TODAY’S SLOTT REPORT MAILBAG
By Sarah Brenner, JD IRA Analyst Question: I have read your updates and shared information regarding the SECURE bill that is in the Senate currently. The information discusses the non-spouse beneficiaries of IRAs will need to take distributions over 10 years as a...
read moreGOING IN REVERSE
By Ian Berger, JD IRA Analyst When driving your car, most of the time you’re going forward. But sometimes, like when you back into a parking spot in anticipation of beating the traffic after a sporting event or concert, you must shift gears to reverse. So it is with...
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