Kelsey Hunter Financial Planner

09/02/2026

Life have you curious? This month reminds us that it may be time to talk to your financial professional about life insurance. Whether you need to update your policy or find a new one, take this opportunity to learn more about life.

Several factors affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments.
👉 Visit our website: http://www.mynextgenwealth.com👉 Give us a call: (248) 266-5101

08/31/2026

Back to School time! It’s been a long summer, and it’s time to get back to class and crack those books. We send our best wishes out to all of our scholars this year, including those starting out at a new school or maybe gearing up for graduation.

08/28/2026

FINANCIAL FRIDAY!
A key step in becoming financially independent is taking advantage of valuable financial resources your employer might have to offer. These benefits can be powerful tools for saving for retirement and protecting your health. Know how to maximize yours!


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

Fringe benefits are offered in addition to employee compensation. Examples include paid time off or a company car.

08/27/2026

New NextGen Wealth Guide video is live!

In our latest video, we break down our Tax Bucket Approach for building a diversified financial plan based not just on the investments you own, but also on the types of accounts you use to hold them.

Using the appropriate type of account when investing can help you maximize available tax benefits and make your financial plan more efficient overall.

Watch the full video here:
https://youtu.be/k-XjRl1WC7Q

08/26/2026

WAG THAT TAIL - It’s National Dog Day!
Dogs provide companionship, keep us safe, and aid those in need. Studies show they improve physical and mental health, too. On this special day, show your pups how much you appreciate them.

08/26/2026

Get ready for some slobbery kisses… it’s National Dog Day! Dogs are one of the most popular pets on the planet, and while they might not be our whole life, they make our lives whole. Let’s see some pictures of your sweet pups!

08/24/2026

MONDAY MEET THE TEAM – MEET KELSEY!

Summer always seems to fly, now even more with a toddler! With just a few weeks of the season left, we're making the most of every sunny day before fall arrives. Here are a few fun questions to wrap up the summer:

☀️ What's been your favorite summer memory so far?
Moving into our new home, my adorable niece Raylee being born, and our annual camping trip where we celebrated 28 years this year with family and friends.

🍔 What's your go-to dish for a cookout?
Fesh fruits and veggies from my garden

🏡 What's still on your summer bucket list?
Visit turnip rock for our annual anniversary trip.

How are you spending the last few weeks of summer?

👉 Visit our website:
👉 Give us a call: (248) 266-5101

Our holistic financial plans take a comprehensive approach to wealth management. The process includes building a tailored strategy that finds the balance between your risk tolerance, current needs, and long-term goals. We look beyond just the numbers, considering your life as a whole, addressing you...

08/21/2026

FINANCIAL FRIDAY!
A one-size-fits-all approach to financial planning isn't realistic. However, there are some rules of thumb that can help you progress toward your financial goals! Read all 9 here:

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

Financial planning has 9 steps: Set goals, track money, plan for emergencies, pay debt, plan for retirement, tax planning, invest, manage risk and estate planning.

08/19/2026

📝✨ August is Make-A-Will Month! ✨📝

In that spirit, we're raising awareness about the importance of creating a will. Now is the perfect time to have your wishes clearly outlined. Or if you have a will, August is a great time to review it and see if it remains aligned with your wishes.

Creating a will isn't just about assets; it's about leaving a legacy, making your intentions known, and thinking about your loved ones' future.

Here are a few reasons why having an up-to-date will is essential:
Your Loved Ones: Outline how you want your family to be cared for, especially any children under 18.
Manage Conflicts: Clear instructions can help during disputes and misunderstandings.
Your Legacy: How will your assets, possessions, and digital presence be distributed and managed?
Have Your Affairs in Order: Comfort for you and your loved ones.

Let's make this month count by taking steps towards your future! Have you already started? Share your thoughts and experiences in the comments below. 👇💬

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08/17/2026

MONDAY MEET THE TEAM – MEET ZACK!

Summer always seems to fly by! With just a few weeks of the season left, we're making the most of every sunny day before fall arrives. Here are a few fun questions to wrap up the summer:

☀️ What's been your favorite summer memory so far?
Teaching my puppy how to swim and go kayaking.

🍔 What's your go-to dish for a cookout?
My homemade buffalo chicken dip.

🏡 What's still on your summer bucket list?
Finishing a few home projects while the weather is still nice, like staining the deck, building new flower beds, and tackling a new roof for the house.

How are you spending the last few weeks of summer?

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