Lunin-Pack Financial Group

Blog

Video Blog: Roth Conversions in 2020?

Should you take advantage of 2020’s market volatility to convert your IRA to a Roth? Maybe, maybe not. You’ve probably heard that Roth IRAs are great for generating tax-free income, but the details matter a lot. And new laws mean conversions are permanent. I made a short video showing you how to decide if you should consider a Roth conversion this year.
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Video Blog: Labor Day 2020

While spending time with my family on Labor Day, I was inspired to record this quick video to remind eveyone to try and focus on the positive things to come out of Summer 2020.  We are open for business and look forward to serving you in the new, virtual world! 
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Video Blog: Will The Election Tank The Market?

The November election is getting closer and folks have been asking: Will the election tank the market? With the pandemic, economic crisis, and divisive politics, there’s a lot of uncertainty facing markets. I made a short video to give some perspective on the market heading into November.
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Video Blog: Should You Refinance Your Mortgage?

Recently, many people have been calling to ask me if I think it's a good idea to refinance their mortgage.  the answer, as in so many things related to finances, is a definite "it depends!"
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TEN TIPS FOR ADULT CHILDREN HAVING CONVERSATIONS WITH THEIR AGING PARENTS ABOUT

In 2015 my good friend Deborah Grayson Riegel asked me to contribute to her book entitled "Money Talks: 100 Strategies to Master Tricky Conversations about Money."  I was thrilled to offer ten tips for adult children having a conversation with their aging parents about money.  My contribution is re-printed below, with Deborah's permission.Money is a topic fraught with anxiety for many people, because when you are talking about money, you are rarely talking&
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Video Blog: Do This To Plan For A Recession

In my first ever video blog post, I share some lessons from my time as a volunteer EMT on how to plan for the unknown.
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Teaching Your Children (Or Grand Children) About Financial Responsibility

How do children learn to manage money?Should they learn at school? From social media? Their peers? From their own mistakes when they leave the home? Or should they learn good habits from watching their parents?The answer is a combination of all the above. 
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What The "New Normal" Could Look Like

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V, W, L, or Swoosh?

Everyone you and I have ever met has been affected by the coronavirus. My childhood friends in New York City and the celebrities we see putting on concerts from their living rooms all over the world are all equally affected.
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Practical Advice (And Frodo's Lesson)

Nerd alert ahead. Practical tips to follow. I think it’s safe to say that 2020 is not turning out like any of us expected or hoped. When difficult times are upon us, it’s the most human thing of all to wish it had all happened differently (or to someone else). 
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This Is Why I'm An Optimist

“The toilet paper had armed guards.”“We celebrated my birthday with a dinner party over Zoom.”“My officemate jumped on my desk and drooled on my keyboard during a meeting.”One day, we’ll look back on these strange days and tell stories about the COVID-19 pandemic of 2020.But right now, we’re getting through it. One day at a time.
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Six Things To Do During The Pandemic

It’s been a crazy few weeks, hasn’t it?I’m writing to you today from my hastily set-up home office, while my two children tackle their school work on laptops from their bedrooms upstairs.  It has been two weeks since my last face-to-face client meeting, and at least a week since life seemed anything close to normal.
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Pandemics and stock markets (lessons from the 1918 Spanish Flu)

The pandemic is here and we’ve found ourselves in bear country without enough toilet paper. 
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Check the background of this financial professional on FINRA's BrokerCheck