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.
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Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.
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Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services
Learn MoreWeekly Newsletter
5 retirement planning mistakes to avoid during COVID-19
Don’t let the pandemic derail your plans for retirement These days, older workers and retirees are understandably concerned that their retirement plans will be disrupted by the COVID-19 pandemic and the resulting economic downturn. There are concerns that pre-retirees...
When Retirement Comes Too Early
Workplaces have grown steadily less friendly to older employees, and the pandemic has pushed more of these workers from the labor market. Joey Himelfarb estimates that in his 25 years in sales, hawking everything from Hewlett-Packard computers to cars and swimming...
How a simple nudge can motivate workers to save for retirement
Motivating people to save for retirement isn’t easy. Fraught decisions around when to start a nest egg, how much to set aside, and where to invest can be so overwhelming that inertia often sets in. Increasingly, economists who study this paralysis have shown that...
IRA Blog
TRUSTS AS IRA BENEFICIARIES AND NUA: TODAY’S SLOTT REPORT MAILBAG
By Ian Berger, JD IRA Analyst Question: Our estate planning attorney prepared trust documents a few years ago and he advised us to name the trust as a beneficiary. This was done after discussion with him regarding a situation in case our son(s) divorce their wives. ...
MORE ON AFTER-TAX PLAN CONTRIBUTIONS
By Ian Berger, JD IRA Analyst The October 19, 2020 Slott Report article, "Don't Overlook After-Tax Contributions!," explained how after-tax contributions in company plans work and discussed the dollar limits on them. This article will explain how distributions of...
IRA TRICK-OR-TREAT!
By Andy Ives, CFP®, AIF® IRA Analyst Trick-or-treating in the time of a pandemic is a challenge. Social distancing while handing out candy requires some creativity. The Slott Report has elected to place a big bowl of random treats in front of our house for the kids to...
