chusted

About Chris Husted

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So far has created 474 blog entries.

Taxes Hold ‘Em

October 22nd, 2018|

By Pete Biebel, Senior Vice President

In the popular poker game, Texas Hold ‘Em, players are dealt two cards facedown.  Then five community cards are placed face-down in the middle of the table.  Those cards are revealed in three steps.  First, three cards are turned up simultaneously.  This is “The Flop;” players then have much more […]

Incredible Artists, but Horrible Planners

October 19th, 2018|

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies

As we wrap up Estate Planning Awareness Week, we turn to two famous, but unfortunate, examples of what happens if you fail to plan.  On April 21, 2016, the recording artist Prince died.  On August 16, 2018, the Queen of Soul, Aretha Franklin, passed […]

Planning for Your Digital Assets

October 18th, 2018|

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies

Continuing with Estate Planning Awareness Week brings us to a new area of the law.  Apple. Twitter. Gmail. Netflix. Pandora. Shutterfly. Amazon. These online accounts may be a part of your daily life, but have you thought about how you’d like your digital assets […]

Consider a “Pet Trust” to Care For Fido

October 17th, 2018|

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies

As we continue National Estate Planning Awareness week it’s time to consider your fuzzy family members.  I’m not talking about your unique uncle, though, I’m talking about your pet.  People love their animals, sometimes more than their human family.  Historically, though, the law considered […]

Scary Financial Mistakes: Becoming Disabled without Insurance

October 17th, 2018|

By Dan Schulte, Vice President and Manager, Annuities and Insurance

Disability is frightening, so much so that you might not want to think about it at all. However, becoming disabled without proper planning could make the burden of a disability even worse by resulting in a significant economic hardship for you and your family. The chances […]

Review Your Successor Appointments

October 16th, 2018|

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies

For round two of National Estate Planning Awareness week, we are going to focus on your successors.  If you have a will, you have named a personal representative to serve.  If you have a trust, you have named a successor trustee to serve on […]

The Ugly Dunkling

October 15th, 2018|

By Pete Biebel, Senior Vice President

Last Monday, in “Lifting the Veil,” I described how recent strength in the Dow Jones Industrial Average (DJIA) was masking significant deterioration in several previously leading sectors.  That week had given many clues that conditions behind the scenes were not as pretty as DJIA made them seem.  Among the evidence […]

National Estate Planning Week is October 15-19th

October 15th, 2018|

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies

It’s that time of year again, National Estate Planning Awareness week.  This week is led by the National Association of Estate Planners and Councils, and is an effort to remind everyone of the importance of having a comprehensive estate plan.  To support this cause […]

Scary Financial Mistakes: Failing to Take Advantage of Your 401(k) Plan

October 10th, 2018|

By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans

When thinking about the prospects of saving for retirement, it’s normal to feel overwhelmed or scared about where to start.  If you are fortunate enough to work for an employer that sponsors a 401(k) plan, you have an easier way to facilitate the journey toward […]

Lifting the Veil

October 8th, 2018|

By Pete Biebel, Senior Vice President

Over the past several weeks, the Dow Jones Industrial Average (DJIA) presented an illusion of broad market strength.  Gains in several of its component stocks enabled DJIA to outperform all of the broader stock indices over the past five weeks.  The mirage continued through the first few days of trading […]