Financial Planning & Retirement Blog - Hundman Wealth



Estate Planning Checklist

Few people want to consider the end of their lives. Unfortunately, being unprepared for the end of your life can result in real problems for your loved ones: assets being distributed differently than you would’ve wanted, costly days in probate court, or unexpected expenses for your family. A comprehensive estate plan can help prevent this big mess. In general, it’s

Read more


Mitigating Risk in a Risky World

In finance, risk is classified as the expected return on an investment compared to the actual return. Risk management, therefore, is about reducing the financial risk and negative impact of unforeseen events. Managing risk is not only about protecting your future, but protecting what you currently have. Right now, your family or business is probably operating on plan A: paying

Read more


TGen And Mitch Hundman: An Organic Partnership

Hundman Wealth’s own Mitchell Hundman recently became an ambassador for the Translational Genomics Research Institute, known as TGen. TGen is a non-profit organization committed to developing earlier diagnostics and smarter treatments through personalized care. As Hundman Wealth believes there is no one-size-fits-all approach to wealth management, TGen believes there is no standardized approach to medicine. It’s a partnership that’s in

Read more


Four Key Aspects of Financial Planning

The image that pops into most people’s minds when asked to picture wealth management is structured suits, corporate offices, and contracts. What most don’t take into account is that wealth management is, loosely translated, all about people. Wealth management involves providing financial and investment advice, accounting and tax services, and legal or estate planning for a set rate. From there,

Read more