Kelsey Hunter Financial Planner

10/26/2026

🍂 MEET THE TEAM – MEET KELSEY
October always reminds me how quickly seasons — and little ones — change. As both a financial advisor and a mother, I plan differently because I’m not just preparing for the next quarter… I’m preparing for her entire future. Here are a few things I do intentionally for her:

⭐I plan for milestones before they arrive — education, experiences, and the “big moments” that deserve financial breathing room.

⭐I build flexibility into every plan — kids grow, interests shift, and life doesn’t follow spreadsheets.

⭐I protect her world — from insurance to emergency funds, I make sure surprises don’t become setbacks.

⭐I talk about money openly — I want her to grow up seeing money as a tool, not a stressor.

⭐I prioritize experiences — because memories compound just like investments.

Here’s to raising little humans with big futures — and building the kind of stability they’ll someday thank us for.


👉 Visit our website: http://www.mynextgenwealth.com
👉 Give us a call: (248) 266-5101

10/23/2026

FINANCIAL FRIDAY!
Planning for retirement can feel overwhelming, but with the right guidance, we can make it a seamless process. Let's start the conversation about your retirement goals and aspirations. Are you on track with your retirement savings? What retirement lifestyle do you envision for yourself?

👉 Visit our website: http://www.mynextgenwealth.com
👉 Give us a call: (248) 266-5101

10/21/2026

October 15 through December 7 is open enrollment for Medicare! Now’s the time to re-evaluate your current Medicare coverage. Not sure exactly what you can and can’t do during this period? This will simplify it all for you. .

Each year, Medicare beneficiaries have an opportunity to make changes to how they receive their Medicare coverage during the nearly 8-week annual open enrollment period. This brief answers key questions about the Medicare open enrollment period and Medicare coverage options.

10/19/2026

MONDAY MEET THE TEAM - MEET ZACK!

💼 How long have you been a financial advisor?
10 years. I started immediately after graduating from Michigan State in 2016.

🌅 Morning person or night owl?
Definitely a morning person. I’m up and moving by 6am at the latest.

📚 What’s something people might be surprised to learn about you?
I’m a history nerd, specifically when it comes to the 11th through 15th centuries.

Reach out to us or visit our website to learn more about our team and how we can help with your financial goals.

👉 Visit our website: http://www.mynextgenwealth.com
👉 Give us a call: (248) 266-5101

10/16/2026

FINANCIAL FRIDAY!
Your financial future deserves the best protection. Let's have a conversation about insurance and risk management. Are you confident in your current coverage? What are your concerns or questions about safeguarding your assets and loved ones? 🛡️
👉 Visit our website: http://www.mynextgenwealth.com
👉 Give us a call: (248) 266-5101:

10/14/2026

The NextGen Wealth Guide – October 2026

Your investments may be growing, but how much are you actually keeping after taxes?

As we approach the end of the year, now is a great time to review your investment strategy and look for opportunities to improve tax efficiency.

✅ Review capital gains and losses
✅ Explore tax-loss harvesting opportunities
✅ Learn how different investment accounts are taxed
✅ Plan ahead for mutual fund distributions
✅ Coordinate investment decisions with your overall financial plan

Small planning decisions today can make a difference in your after-tax returns over time.

Read the full post here:
https://www.mynextgenwealth.com/blog.htm?ID=19162

10/12/2026

MONDAY MEET THE TEAM!

We’re getting into the Halloween spirit with a few fun questions for the team:

🎃 Tell us about your favorite Halloween memory
Z: Going to Cedar Point during HalloWeekends and getting chased around the park by people with chainsaws.
K: Going Halloween camping, decorating the camp site and getting “arrested” by the park rangers

🍫 What’s your favorite candy?
Z: Anything Reese’s
K: Take 5

👻 Name the scariest movie you’ve ever seen.
Z: The Shining at a friend’s house in 3rd grade. I still have Jack Nicholson’s face burned into my memory.
K: House of Wax – I left the movie theatre and refused to go back in. I was too old to admit when this was lol

Reach out to us or visit our website to learn more about our team and how we can help with your financial goals.

👉 Visit our website: http://www.mynextgenwealth.com
👉 Give us a call: (248) 266-5101

10/09/2026

FINANCIAL FRIDAY!
Let's talk about optimizing your cash flow. What are your biggest challenges when it comes to managing your cash flow effectively?

👉 Visit our website: http://www.mynextgenwealth.com
👉 Give us a call: (248) 266-5101

10/07/2026

A few simple habits can go a long way toward helping keep your personal and financial information protected. How does cybersecurity connect to your broader financial picture? What steps are you taking at home and with your business?

10/05/2026

MOTIVATIONAL MONDAY Make it a great week! Your assignment for the day.
👉 Visit our website: http://www.mynextgenwealth.com
👉 Give us a call: (248) 266-5101