Hurst Financial Consulting, LLC

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Hurst Financial Consulting, LLC

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The advisors at Hurst Financial Consulting bring decades of insight and experience to their financial services practice. All named entities are unaffiliated.

They make sure that all areas of financial services are addressed in a professional manner. Their clients have a variety of financial needs and are at various stages. Most are in the mature stage of planning for retirement, are making the transition to retirement, or are in retirement and want to look at ways to address their income needs and provide the best way to preserve their assets for themselves and the next generation. Each custom strategy that they design carefully addresses the specific needs of each individual client, including those who may already have some advanced planning in place. Investment Advisory Representative with and advisory services offered through Portside Wealth Group, LLC is an SEC Registered Investment Advisor. Please note that Portside Wealth Group, their representatives, and employees do not give legal or tax advice. We encourage you to consult your tax advisor or attorney. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.

10/22/2026

Fall is a practical time for small business owners in Meridian, Boise, and across the Treasure Valley to review their business retirement plan before year-end.

A thoughtful review can help identify whether employee participation is meeting expectations, whether contribution strategies still fit the business’s budget and objectives, and whether the plan reflects employees’ changing needs. It is also an opportunity to revisit administrative responsibilities, upcoming deadlines, and the processes that support consistent plan oversight.

Just as important, business owners can consider whether their current retirement plan continues to align with both company goals and their personal retirement planning priorities. Plan options and coordination needs can evolve as a business grows, staffing changes, or long-term goals become clearer.

At Hurst Financial Consulting, we help business owners explore retirement-plan options and coordinate planning conversations as part of a broader financial picture. Schedule a conversation with our team to discuss your business retirement plan before year-end.

10/20/2026

Estate Planning Awareness Week is an important reminder that a will is only one part of protecting the legacy you have built.

For high-net-worth individuals and families, estate planning coordination may involve strategies to help preserve wealth, address tax efficiency, prepare for incapacity, and communicate your wishes clearly across generations.

At Hurst Financial Consulting, we work with individuals and families in Meridian and across the Treasure Valley to coordinate financial planning with their broader estate and legacy goals.

Swipe through for key estate planning considerations to discuss with your trusted legal and tax professionals.

Thoughtful planning today can provide greater clarity for the future. Contact our team to schedule a consultation.

10/15/2026

A retirement-income plan should be reviewed not only when life changes, but also when markets and expenses change.

Periodic stress testing can help evaluate how a retirement-income strategy may respond to market volatility, inflation, rising healthcare costs, and the possibility of a longer-than-expected retirement. A thoughtful review can consider withdrawal sequencing, appropriate cash reserves, Social Security timing considerations, and portfolio risk as part of a complete financial plan.

At Hurst Financial Consulting, we believe retirement planning benefits from ongoing attention and coordinated decision-making. Request a retirement-income review to discuss your plan in the context of today’s changing financial landscape.

10/13/2026

Having the assets to pay for long-term care is only one part of the equation.

For affluent families, long-term care planning can help protect the lifestyle you have built, preserve the legacy you intend to leave, and keep your broader wealth strategy on track if care needs arise.

At Hurst Financial Consulting, we help individuals and families across Meridian and the Treasure Valley evaluate long-term care planning within the context of a comprehensive financial plan.

If your long-term care strategy has not been reviewed recently, contact our team to discuss how it may fit into your overall financial plan.

10/08/2026

Year-end required minimum distribution preparation is an important part of retirement-income planning for IRA owners and retirees in Meridian and across the Treasure Valley.

Reviewing your distribution well before year-end can help avoid rushed decisions and create more time to consider cash-flow needs, potential tax withholding, and how the distribution fits within your broader financial plan. It is also wise to confirm the applicable account balances, distribution deadlines, and any circumstances that may affect your planning.

For some households, distributions may also be coordinated with charitable giving and longer-term retirement-income goals. Because requirements and tax considerations can vary, we encourage you to consult with your financial and tax professionals before making decisions.

Our team at Hurst Financial Consulting can help you review your retirement-income plan and prepare for year-end with greater clarity. Contact us to start the conversation.

10/06/2026

October is National Financial Planning Month—a timely reminder that a thoughtful financial plan can help keep long-term goals in focus, even when market volatility is top of mind.

At Hurst Financial Consulting, we work with individuals, families, pre-retirees, retirees, and business owners across Meridian and the Treasure Valley to build comprehensive financial strategies around what matters most: retirement income, tax-efficient planning, investment management, risk management, and legacy goals.

Swipe through for practical financial planning reminders, and feel free to share them with someone who may benefit. If you would like to review your current strategy or discuss your next steps, our team is here to help.

10/02/2026

October is a useful time for investors and retirees in Meridian, Boise, and across the Treasure Valley to review potential year-end tax-planning opportunities before key deadlines approach.

A thoughtful review may include:
• Reviewing realized investment gains and losses
• Evaluating whether charitable giving or tax-loss harvesting may fit within your broader financial plan
• Coordinating investment decisions with a qualified tax professional

Tax-efficient planning is most effective when it is considered alongside your investment strategy, retirement income needs, and long-term goals. Every situation is different, and these educational considerations are not personalized tax advice.

Schedule a consultation with Hurst Financial Consulting to coordinate your financial and tax-efficient planning.

10/01/2026

October is National Estate Planning Awareness Month—a timely reminder that estate planning is an important part of a comprehensive financial plan, regardless of your age, income, or stage of life.

At Hurst Financial Consulting, we help individuals and families throughout Meridian and the Treasure Valley consider how estate planning coordination can support the people and priorities that matter most.

Swipe through this month’s quiz to test your estate planning knowledge and explore a few important planning considerations.

If you would like to discuss your financial plan, retirement strategy, or estate planning coordination, contact our team at (208) 350-6776. We are here to help you plan with clarity and confidence.

09/29/2026

Early fall is an ideal time to take a thoughtful look at your financial plan before the year-end calendar becomes more demanding.

At Hurst Financial Consulting, we encourage individuals and families to review savings progress, investment allocation, tax-planning opportunities, insurance coverage, beneficiary designations, charitable giving goals, and any upcoming required distributions that may apply.

Planning ahead provides additional time to evaluate available choices, coordinate important details, and make informed decisions aligned with your long-term priorities.

Schedule a comprehensive financial planning review with our team.

09/24/2026

A life insurance policy can be an important part of a broader financial and legacy plan—but its beneficiary designations deserve regular attention.

Major life changes, such as marriage, divorce, the birth of a child, or the loss of a loved one, can make it important to review whether your designations still reflect your wishes. Because beneficiary designations may take precedence over instructions in a will, keeping them current can help provide greater clarity for the people you care about.

At Hurst Financial Consulting, our team helps individuals and families in Meridian and across the Treasure Valley review risk management and insurance considerations as part of comprehensive financial planning.

If it has been a while since you reviewed your life insurance policies, contact us to schedule a conversation.

Address

3137 S Meridian Road
Meridian, ID
83642

Telephone

+12083506776

Website

http://www.hurstfcllc.com/

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