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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Regardless of how you approach retirement, there are some things about it that might surprise you.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
A few strategies that may help you prepare for the cost of higher education.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
$1 million in a diversified portfolio could help finance part of your retirement.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learning more about gold, and its history, may help you answer that question.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.