Welcome to the Logan Lavelle Hunt Wealth Management Website
Here you’ll find a wealth of information in the form of videos, newsletter articles, economic updates, calculators, research reports, and other educational resources.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth management. Most important, we hope you see the value of working with professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management, to help you learn more about who we are, and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
When you’re married and have children, insurance needs will be different.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator will help determine whether you should invest funds or pay down debt.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Here are five facts about Social Security that might surprise you.
Learn how to harness the power of compound interest for your investments.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?