Huntington Bank’s Life Event Planning Educator allows you to pick from a array of financial decisions that best suit your needs and this is a great tool considering just how unpredictable the future will be, Huntington will devote their services towards planning for your future. Whether it be retirement, re-balancing your portfolio, or even planing your estate & taxes, Huntington is readily able to on any topic: retirement, personal budgetting, and estate related.
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Huntington Life Planning Educator:
Retirement Planning:
- Defined-contribution plans
- Regular IRAs and Roth IRAs
- Taking IRA distributions
- SEP plans and SIMPLE plans
- Converting IRAs to Roth IRAs
- Moving your retirement plan
- Taxation of company stock
- Long-term care insurance
- Buying life insurance
- Buying variable annuities
- Rebalancing your portfolio
- Your Social Security Benefits
- Estate planning & taxes
- Retirement as an opportunity
Personal Budgeting:
- Time value of money
- Benefits of compounding
- Establishing a budget
- Personal cash flow
- Personal net worth
- Managing interest rates
- Using revolving credit
- Investing or paying off debt
- Saving for the future
- Thinking on the margin
Estate Planning:
- Gifts & gift taxes
- Estate taxes
- The probate process
- Establishing a will
- Setting up a trust
- Modifying wills & trust
Huntington Life Event Planner In-depth:
Life is very unpredictable and highly volatile, which is why Huntington Bank offers you services that extend from the ordinary bank. One of the very criterias I hold banks to when doing reviews is how elaborate and well-integrated their educational segments are and Huntington’s Life Event Planning Educator really does offer a strong-suit with their educational resources allowing better handling of your retirement planning, personal budgeting, and even your estate planning. This service is absolutely free and you don’t even have to be a Huntington customer to get a hold of these vastly utilizable set of information. Each section is as thorough as can be. I recommend everyone to take a look at their ‘Establishing a Budget,’ ‘Using a revolving credit,’ and ‘opportunity cost’ sections.
If you’re not a Huntington bank customer and you’d like to become on, you can check out our simple tutorial on How To Open a Huntington Bank Account. Such a guide would pair hand-in-hand with our comprehensive Huntington Bank Checking Features Review as well as Huntington’s Bank Bonuses. Their services even extend to Private Banking, Preserve Assets & Wealth Management, as well as Personal Life Insurance, Motor Vehicle Insurance and so much more. Lastly, I really want to direct you, BCS readers, to take a look at the History of Huntington, which emphasizes Huntington’s profound ideology in customer-orientation.
Conclusion:
Plan ahead with Huntington Bank and take a look into their Life Event Planning Educator services. Huntington practically perfected educational resourcing and this segment is something I definitely urge you not to overlook. Life is unpredictable, the future is unpredictable, but at the very least, we can prepare for it with Huntington. Whether your inquires extend to personal budgeting, retirement planning, or even estate planning, Huntington Bank got you covered with plenty of subcategories I absolutely recommend to just about everyone: ‘Establishing a Budget,’ ‘Using a revolving credit,’ and ‘opportunity cost’ sections. If you’re interested, check out our exclusive archive on Huntington Bank Bonuses today!