Savings, Retirement and Investing Expert
Hunter Kuffel is a personal finance writer with expertise in savings, retirement and investing. Hunter is a Certified Educator in Personal Finance® (CEPF®) and a member of the Society for Advancing Business Editing and Writing. He graduated from the University of Notre Dame and currently lives in New York City.
Posts by Hunter Kuffel:
The Chartered Retirement Planning Counselor (CRPC) designation distinguishes financial advisors and other retirement professionals as experts in helping clients prepare for retirement. To become a CRPC, these individuals must meet several qualifications, undergo hours of training and take an examination. Once a CRPC has their certification in hand, there are continuing education requirements that help keep their knowledge up to date. To find a financial advisor in your area that specializes in retirement planning, you can use SmartAsset’s advisor matching tool. Read more
If you’re beginning to formulate your estate plans, the paths you can take are numerous. One method of protecting your assets for your family is to form a living trust. While a living trust has its pros and cons like anything else, it can be a great way to make things easier on your descendants after you’re gone. As probate and inheritance laws vary from state to state, the considerations that come into play when creating a trust will depend on where you live. This article specifically looks at the considerations and process for Maine residents. If you’re thinking of creating a living trust or you just want some general financial planning help, getting a financial advisor is probably a good idea. You can find one who suits your needs using SmartAsset’s free advisor matching tool. Read more
When planning your estate, you have different tools at your disposal to protect your assets for your loved ones. One such tool is a living trust, which many estate-planning experts consider to be a more iron-clad strategy than writing a will. As probate and inheritance laws vary from state to state, the considerations that go into creating a living trust will differ depending on where you live. If you’re considering creating a living trust in West Virginia, we’ll walk you through what you need to know. Note that an attorney and a financial advisor can be valuable partners in the estate-planning process. SmartAsset can help you find a local advisor who suits your needs with our free advisor matching tool. Read more
The process of planning your estate can be a long and complex one. You might need to create legal documents and entities including wills, trusts, power of attorney and more. That’s why many people… Read more
A comprehensive estate plan often includes writing a last will and testament to transfer your assets to your beneficiaries. Once you’ve passed away, the executor of your will shepherds the will… Read more