Speak with a Financial Expert
Speak with a Financial Expert

Billy Hufnell

Billy Hufnell
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Recent Posts

9 Questions To Ask Financial Advisors In A First Meeting

Posted by Billy Hufnell on March 18, 2021
You need to be able to completely trust your financial advisor and feel comfortable asking any questions that are on your mind. This trust will give you peace of mind that they’re proactively managing your money—and with an expert eye—in a way that suits your ...
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Topics: Financial Planning

High Net Worth Retirement Planning: The 4-Step Guide

Posted by Billy Hufnell on December 16, 2020
For high net worth individuals, the perspective around retirement tends to shift from concerns about whether you’ll be financially secure in your golden years to how you can manage your investments, taxes, cash flow, and charitable affairs in the best possible ...
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Topics: Financial Planning

“What Is My Liquid Net Worth?” Here’s How To Calculate It.

Posted by Billy Hufnell on November 30, 2020
Even if you’ve never considered it before, “What is my liquid net worth?” is a question worth asking. Understanding your current financial situation is essential to determining how you’ll reach your future objectives—for example, whether you’ll have enough money ...
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Topics: Financial Planning

Fiduciary Vs. Non-Fiduciary: What’s The Difference?

Posted by Billy Hufnell on October 08, 2020
Your financial advisor’s advice can make or break your plans to reach objectives like early retirement or passing wealth down to your children. You need to know that your advisor is not only an expert in their field, but that they also have your best interests at ...
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Topics: Financial Planning

Coronavirus Scams on the Rise

Posted by Billy Hufnell on April 13, 2020
Amid the coronavirus pandemic, scammers are capitalizing on people’s sense of fear and anxiety with false claims that often appear legitimate. They are claiming to have testing kits for the virus, medical supplies, health insurance products, and other offers aimed ...
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Topics: Financial Planning