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Lisa Raye Hund, ChFC® CExP™ MBA

803-242-1288

When Special Care Is Needed: The Special Needs Trust Coaches A Fruitful Retirement: Social Security Benefit It May Be Time for a Financial Checkup

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Layers of Protection

Layers of Protection

Take these five steps to protect your financial well-being before making any other changes.

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

 

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

College Funding Ideas

The cost of college isn’t getting cheaper. Learn about some financial tools that can help you save.

How Income Taxes Work

A quick look at how federal income taxes work.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Aware of Employment Rights for Workers with Disabilities?

Approximately 20% of U.S. adults have a disability, according to the CDC.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Saving for College 101

Here’s a crash course on saving for college.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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