Chad A. Hunt, CFP

Chad A. Hunt, CFP

You may also like

Matthew R. Lorenz, CPA
Matthew R. Lorenz, CPA

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner, Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Breaking down 6 common retirement planning myths 08/29/2024

Will Medicare cover all of your health care costs? Don't let common myths like this get in the way of building your dream retirement.

Breaking down 6 common retirement planning myths aking into account these 6 common retirement myths can help you create a more realistic retirement plan and withdrawal strategy.

Midyear market pulse check 08/21/2024

If you have questions about the market and economic trends shaping your investments, let’s connect.

Midyear market pulse check Get the outlook for the second half of 2024.

What to know about Social Security survivors benefits 08/15/2024

In the unfortunate circumstance that you lose a loved one, Social Security survivors’ benefits can offer financial peace of mind. I’m here to help and guide you through the process of applying for these benefits.

What to know about Social Security survivors benefits Social Security survivor benefits can help aid your family if a loved one passes. Here’s what you need to know about the program.

5 cybersecurity scams to watch for in 2024 08/12/2024

Financial fraud is becoming more sophisticated and harder to detect. Be on the alert for these emerging scams and trends.

5 cybersecurity scams to watch for in 2024 Find out how you can detect and protect yourself from the latest fraudulent trends.

Giving while living 08/01/2024

Did you know that each year you can give up to $18,000 ($36,000 for married couples) to as many people as you would like without incurring a federal gift tax liability? You can strategically give throughout your lifetime to help secure your loved ones’ futures, protect your assets and ease the tax burden on you and your estate.

Giving while living How to make lifetime gifting a part of your estate plan

7 retirement tips for every age 07/30/2024

Regardless of where you are in your savings journey, I’m here to help you stay on track — so you can enjoy the retirement you’ve always envisioned.

7 retirement tips for every age Feel more confident about living the retirement you want, no matter what age or life stage you're in.

Tax strategies for college savings and gifting 07/25/2024

Do you plan to help your child or grandchild pay for college? I, along with your tax professional, can help you evaluate how to take advantage of the tax code to save more.

Tax strategies for college savings and gifting Use the tax code to your benefit for a loved one’s education

Have these financial discussions before you get married 06/10/2024

Spring means the start of wedding season. If you or a loved one is preparing to walk down the aisle, review these tips for starting your marriage on the right financial path.

Have these financial discussions before you get married Before you get married, discuss these important financial topics with your partner. Contact an Ameriprise financial advisor today to learn more.

06/03/2024

Building a cash reserve can help you feel more confident if the unexpected happens. Let’s connect on saving strategies and other ways to help meet your goals.

Retirement planning: The basics 05/30/2024

It’s never too late (or early) to start saving for retirement. Let’s review your current financial picture and discuss retirement strategies that are right for you.

Retirement planning: The basics Understand the key steps to get started on planning for retirement.

05/23/2024

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date and in one place. Let’s review your accounts together.

Protecting your earned income with disability and life insurance 05/20/2024

Did you know: Your ability to earn an income is one of your most significant financial assets. In the event that you lose your job, life and disability insurance coverage can offer a layer of financial security and peace of mind.

Protecting your earned income with disability and life insurance Help protect your family’s financial future in the event of disability or death with these insurance solutions.

Downsizing your home in retirement 05/16/2024

In retirement, do you plan to stay in your current home or downsize? Let’s talk through the different scenarios and the impact each could have on your financial goals.

Downsizing your home in retirement Understand your different housing options and how a new home may affect your retirement.

Artificial intelligence and your financial life 05/13/2024

From expense management to insurance underwriting, generative AI could automate many aspects of your financial life. But is this technology safe? Get tips on how to take advantage of AI’s benefits and protect yourself from the risks.

Artificial intelligence and your financial life Safely take advantage of AI’s benefits and mitigate the potential risks.

Real estate wire fraud 05/07/2024

Closing on a home purchase is one of the biggest transactions you’ll make. Learn how to identify the red flags associated with real estate wire fraud and how to prevent yourself from falling victim.

Real estate wire fraud Buying a house? Watch for the cybercrime red flags and take steps to protect your money.

04/30/2024

Money market funds can provide short-term stability, but less long-term growth potential. Let's discuss ways to get cash off the sidelines.

17 Tips for Baby Boomers To Tackle Their Student Debt 04/23/2024

Baby boomers hold an average of $42,520 in student loan debt, according to Education Data Initiative. Ameriprise Senior Vice President of Financial Strategy Marcy Keckler shares her tips for paying off debt and prioritizing a happier, more financially secure retirement.

17 Tips for Baby Boomers To Tackle Their Student Debt If you are a boomer currently struggling with student loan debt, don't despair. There are ways to tackle those loans.

How the US stock market rocketed through the first quarter 04/16/2024

First quarter market performance indicates investors anticipate lower interest rates later this year. Anthony Saglimbene, Chief Market Strategist at Ameriprise Financial, shares insights on this and more in a recent Reuters interview.

How the US stock market rocketed through the first quarter The U.S. stock market is off to a soaring start in 2024, as optimism over the economy and interest rate cuts has combined with exuberance about the business opportunity in artificial intelligence to stir up a potent cocktail for equities.

Manage your taxes in retirement 03/05/2024

Are you concerned about the impacts of taxes on your retirement savings? These strategies can help you reduce your taxes for the long term.

Manage your taxes in retirement Learn more about the tax treatments of different sources of retirement income so you can keep more of your hard-earned money.

02/26/2024

One day you’re celebrating the first day at a new job. The next thing you know, you’re toasting to your retirement. Together we can work to take the right steps today — before you stop working — to support your retirement plans in the future.

02/22/2024

The S&P 500 Index recently surpassed 5,000 for the first time ever. Since the October lows, the Index is up over +21.0%. It’s hard to ignore the continued strength and resiliency of the U.S. economy, outsized profit growth from Big Tech, falling inflation, and the growing likelihood the Federal Reserve will cut interest rates this year.

02/16/2024

Showing kindness to others, even in small ways, can make a big impact. What’s one that has made a difference in your life?

2023 stock market reflections: The year’s highs and lows 12/27/2023

It’s been an eventful year for the stock market. As you look ahead to what’s next, I am here to help you review your investment strategy.

2023 stock market reflections: The year’s highs and lows As an eventful year for equities ends, it’s worth reflecting on 2023’s highs and lows — so you can prepare for what’s ahead.

12/21/2023

Don’t let volatility keep you on the sidelines. Staying invested matters as history suggests trying to time the markets is a mistake. Contact me to learn more.

Tax brackets for 2023 and 2024 12/18/2023

The IRS announced its annual inflation adjustments for the 2024 tax year, featuring a slight uptick in income thresholds for each bracket compared to 2023. Let’s review together and discuss the appropriate tax strategy for you and your goals.

Tax brackets for 2023 and 2024 See which tax bracket you fall into and learn more about filing statuses and deductions.

Could we see a Santa Claus rally into year-end? 12/15/2023

“If investors can move through this week’s CPI prints and Fed meeting with a largely as-expected outcome, we believe stocks may have little in their way that would interfere with a modest Santa Claus rally into year-end.” Anthony Saglimbene, Ameriprise Chief Market Strategist

Could we see a Santa Claus rally into year-end? Get more expert insights by reading the latest Weekly Market Perspectives.

12/05/2023

How can you retire more comfortably and confidently during a challenging market? One option to consider is leveraging a bucket strategy, which segments your assets into three, time-focused categories. Let’s discuss if this option makes sense for you and your goals.

11/28/2023

Planning for retirement? Don’t overlook the advantages of Traditional and Roth IRAs. Ican help you decide what's right for your retirement goals.

The bull & bear case for stocks 11/17/2023

“Clearly, there are solid arguments to make on each side of the bull and bear case for stocks.” Anthony Saglimbene, Ameriprise Chief Market Strategist

The bull & bear case for stocks Get more expert insights by reading the latest Weekly Market Perspectives.

11/13/2023

Giving to causes important to you can be personally rewarding and enhance someone else's life. It also can offer tax benefits. How do you give back on this ?

Want your business to be the top-listed Accountant in Slidell?
Click here to claim your Sponsored Listing.

Videos (show all)

Traditional vs Roth IRAs ​
Spring is in the air! It’s a great time to take a fresh look at your financial goals. Let’s connect.
Despite contrary efforts from the Federal Reserve, U.S. economic activity has remained fairly resilient. Ameriprise Fina...
Ameriprise Financial experts discuss the key developments of Q3, what’s ahead for the final months of the year, as well ...
What’s driving market volatility?
Your financial situation, goals and priorities helps determine what you should consider protecting. Let’s figure out wha...

Telephone

Address


119 Village Street, Ste C
Slidell, LA
70458

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Other Financial Planning in Slidell (show all)
Sabadie & Badeaux Financial Group Sabadie & Badeaux Financial Group
2019 Second Street
Slidell, 70458

At Sabadie & Badeaux Financial Group, our advisors offer a wide variety of financial products and sol

Pontchartrain Investment Management Pontchartrain Investment Management
2065 1st Street
Slidell, 70458

Our vision is to provide independent, comprehensive financial planning and investment management