By Chip Hunt Chip Hunt summarizes the final quarter of 2022. About Chip Chip Hunt is the founder and President of PrimeTRUST Advisors, an investment advisory firm dedicated to helping individuals and institutions with their retirement plan. His desire to embrace the true fiduciary role (working for the best interest of others) motivated him to …More
By Chip Hunt Everybody makes mistakes (we’re human after all), but some mistakes are more dire than others. When it comes to budgeting and financial planning, mistakes that seem simple can have lasting consequences on your life in retirement. Properly planning for retirement requires diligent planning, budgeting, and investing. Let’s discuss 5 common mistakes retirees …More
By Chip Hunt “High interest rates are changing the math on pension lump sums.” – The Wall Street Journal, October 31, 2022 The Punch Line So…here’s the punchline! Because of the way pension rules work, changing interest rates often create pricing “irregularities” that you can exploit…potentially resulting in a higher pension payout to you! And …More
By Chip Hunt A Letter to Retirees and Soon-to-Be Retirees 2022: The Year “Conventional Wisdom” Did NOT Work for Traditional Portfolios Reflection First What worked in 2022? Answer: hardly anything. It’s hard not to be discouraged, but hear me out on this. I am offering insight and hope into this matter. If you are a …More
