Huskey Financial - Consulting & Wealth Management

Financial planning for physicians, dentists, and medical professionals. Diagnosing financial ailments and working towards a brighter future.

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Dr. Suite 200 Charlotte, NC 28210; 704.552.8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Huskey Financial Group LLC is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries,

Photos from Huskey Financial - Consulting & Wealth Management's post 08/23/2024

With years of studying and dedication leading up to this moment, I am thrilled to finally make it known that I am officially a Board Certified Financial Planner-- or as my team awarded me the G.O.A.T (greatest of all time 🐐!)

This has been a huge year to be Steven Huskey, CeXP, and now CFP. This accomplishment came only 3 months after my other new title of D.O.T (Dad Of Three), so for that I am grateful to my family and team for lifting me up and supporting me while reaching this goal.

Finally, to my clients, I am proud to use this title to better serve you and your goals. Let's get to work! 🎉🏆

Monthly Market Insights | August 2023 08/10/2023

August may be a hot and busy month for economic news, with investors closely monitoring Fed Chair Powell’s monetary policy remarks in the upcoming Economic Policy Symposium in Jackson Hole. In the meantime, here are the latest labor market stats, inflation data, international market performance, sector trends, and more.

Monthly Market Insights | August 2023 Stocks added to their strong year-to-date gains in July as investors cheered decelerating inflation, better-than-expected corporate earnings, and healthy economic data.

07/26/2023

What's the Secret Behind a Great Golf Game and Personal Finances?

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A Brief Guide To Condo Insurance 07/19/2023

Finding the proper for your means knowing what is covered by the association’s insurance.

A Brief Guide To Condo Insurance Important items to consider when purchasing condo insurance.

Where Is the Market Headed? 07/12/2023

We all want to know, “What’s next for the financial markets?” But no one knows for sure.

Where Is the Market Headed? We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Choose Your Own Retirement Adventure 07/11/2023

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Choose Your Own Retirement Adventure Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Quarterly Market Insights | Q2 2023 07/10/2023

In Q2, the stock market continued its upward trend, driven by cooling inflation, a potential shift in monetary policy, and growing excitement around artificial intelligence (AI).

Quarterly Market Insights | Q2 2023 Stocks extended their rally in the second quarter, boosted by cooling inflation, the prospect of a shift in monetary policy, and enthusiasm over artificial intelligence.

Saving for College 101 07/08/2023

Saving for college doesn’t have to be as complicated as college itself.

Saving for College 101 Here’s a crash course on saving for college.

Life Insurance for the Financially Independent 07/06/2023

Wealthy folks really are just like the rest of us: they may need life insurance, too. Life Insurance for the Financially Independent

Life Insurance for the Financially Independent Life insurance has a role regardless of how financially independent you are

Taxable vs. Tax-Deferred Savings 07/04/2023

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?

Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences.

How Compound Interest Works 07/01/2023

Compound interest can dramatically impact the future growth of your assets. Learn more.

How Compound Interest Works Use this calculator to better see the potential impact of compound interest on an asset.

A House Divided 06/29/2023

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

A House Divided By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

06/27/2023

“Wherever you go, there you are” is a classic reminder to live consciously and fully in each moment. In terms of financial confidence and well-being for young adults, that advice makes excellent sense as well.

Huskey Financial - Consulting & Wealth Management Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

06/24/2023

What can the rest of us learn from millennials’ desire to embrace all of life in the moment?

Huskey Financial - Consulting & Wealth Management Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

Emotional vs. Strategic Decisions 06/22/2023

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Emotional vs. Strategic Decisions Information vs. instinct. Are your choices based on evidence of emotion?

Retirement Plan Choices for Small Businesses 06/20/2023

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement Plan Choices for Small Businesses Retirement choices can be intimidating. Picking the right strategy.

Keeping Good Records is Good Business 06/17/2023

When considering a record keeping system for your business, you need to ask yourself some very important questions

Keeping Good Records is Good Business Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Diversification, Patience, and Consistency 06/15/2023

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Diversification, Patience, and Consistency Three important factors when it comes to your financial life.

A Fruitful Retirement: Social Security Benefit 06/13/2023

When are you taking your benefits? Considering the timing can help maximize your benefit.

A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit.

Monthly Market Insights | June 2023 06/12/2023

With the Federal debt ceiling fight resolved and the potential of further artificial intelligence innovations on the horizon, stocks had a mixed month in May. For more, check out the Monthly Market Insights for June 2023 for a comprehensive overview of stock prices and market trends.

Monthly Market Insights | June 2023 Stock prices were mixed as enthusiasm over the economic potential of artificial intelligence was offset by concerns about the federal debt ceiling.

4 Steps to Protecting a Child with Disabilities 06/10/2023

Children with special needs may need ongoing help after their parents are gone.

4 Steps to Protecting a Child with Disabilities Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Coaches 06/08/2023

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

5 Tips to Prep for a Possible Recession 06/06/2023

There’s no denying it: We live in turbulent times, and more and more professionals are dropping the R-word. Here are five things you can do to keep your balance sheet from getting beached by an oncoming recession.

5 Tips to Prep for a Possible Recession No one knows when the next recession will hit, but there are things you can do to prepare for it

Estimating the Cost of College 06/03/2023

Are you ready for school—again?

Estimating the Cost of College This worksheet can help you estimate the costs of a four-year college program.

Huskey Financial - Consulting & Wealth Management 06/01/2023

As of mid-2019, 45 percent of Americans have a side hustle, and that figure is only continuing to grow. In any economy, side gigs can be a great way to earn extra cash or explore new interests.

Huskey Financial - Consulting & Wealth Management Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

Saving Early & Letting Time Work For You 05/30/2023

The earlier you start pursuing financial goals, the better your outcome may be. Let this piece help you get started.

Saving Early & Letting Time Work For You The earlier you start pursuing financial goals, the better your outcome may be.

Estate Management 101 05/27/2023

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

What Is My Current Net Worth? 05/25/2023

Assets minus liabilities = net worth. When was the last time you calculated yours?

What Is My Current Net Worth? Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Timeline photos 05/24/2023

Retirement isn't just about reaching a certain age, it's about having a plan.

As life expectancy increases, the traditional retirement age is becoming less relevant.

At Huskey Financial, we offer retirement planning strategies that prioritize personal and financial goals, rather than age.

We work with physicians and dentists to identify their desired retirement lifestyle and build a solid retirement plan that allows for flexibility and career transitions aligned with their passions.

Let us help you take control of your financial future. Check out our blog: https://www.linkedin.com/pulse/retirement-isnt-age-its-plan-huskey-financial-group

Timeline photos 05/24/2023

Attention all dental practice owners! Are you looking for a trusted advisor to help you make informed decisions when buying a new practice? Look no further than Bluewater Dental Advisors. Our latest blog post outlines the top three things to consider before purchasing a dental practice and demonstrates how our team can assist you in the process. Click the link to read the article and learn more about how we can help set your new practice up for success. Contact us today to learn more!

https://www.linkedin.com/pulse/top-3-things-consider-before-buying-dental-practice

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Telephone

Address


1036 Lansing Drive , Suite 200
Mount Pleasant, SC
29464

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 9am - 1pm

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