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.
Nearly three in four affluent respondents to an Allianz Life survey said they'd be willing to give up some gains for protection. Second-quarter market volatility is making Americans increasingly worried about their finances and retirement savings, with only 31% in a...read more
August is an exciting time of year. As the start of a new semester approaches, families across the country begin to pull themselves out of vacation mode and think more critically about the future. A spirit of learning is in the air, which makes things just a little...read more
Tax-free health savings accounts, Roth IRAs, insurance and annuities can help cover retirees' future health-care costs Here's a counterintuitive thought: Healthy clients are likely to have higher medical costs in retirement than their less-healthy counterparts. Why?...read more
By Ian Berger, JD IRA Analyst You may know that you participate in a DC retirement plan. But what exactly does that mean? (Hint: It doesn’t mean that your plan is sponsored by the District of Columbia.) “DC” actually stands for “defined contribution” plan. Defined...read more
By Andy Ives, CFP®, AIF® IRA Analyst Question: Hello, I have heard Ed speak at several different Wells Fargo events and he spoke one time about clients who over contribute to their 401(k). I believe there was a strategy where they can move the excess to an IRA. Can...read more
By Andy Ives, CFP®, AIF® IRA Analyst Just as IRA and 401(k) plans have different levels of bankruptcy protection, so too do other possessions. Whether these assets are qualified or not, there are ways to shield oneself from creditors. Case in point - in order to...read more