Wealth Planning

Wealth planning can be complex because all clients hold unique expectations and resources. Learn more about financial planning and wealth management strategies to consider when growing, protecting, and preserving wealth.
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Wealth Planning
Read Time 3 Minutes;

Financial planning resolutions and goals for 2025

The new year is a good time to closely review your portfolio and prepare for future events–planned and unplanned– that could impact your finances.
November 12, 2024
Wealth Planning
Read Time 6 Minutes

Guide to saving for college and 529 plans

Higher education costs have outpaced nearly all goods and services in the past 20 years. Fortunately, families have options to help save for college, including 529 plans, Roth IRAs, and other accounts that could make tuition affordable when the time comes.
October 11, 2024
Wealth Planning
Read Time 4 Minutes

What are HSAs and how do they work?

A health savings account is more than just a savings tool for medical expenses. Though they’re only available to those enrolled in an employer’s high-deductible health plan, the many tax advantages may be a good option if available for your family.
October 07, 2024
Wealth Planning
Read Time 3 Minutes

Understanding 529 rollover to Roth IRA

Section 529 college savings plans offer many benefits to families preparing for soaring tuition down the road. Recent legislative changes also allow for converting 529 funds to a Roth IRA, thus possibly avoiding some taxes and penalties.
October 02, 2024

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Huntington Private Bank® is a team of professionals dedicated to delivering a full range of wealth and financial services. The team is comprised of Private Bankers, who offer premium banking solutions, Wealth and Investment Management professionals, who provide, among other services, trust and estate administration and portfolio management from The Huntington National Bank, and licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. Huntington Private Bank® is a federally registered service mark of Huntington Bancshares Incorporated.

Huntington Financial Advisors® is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. The Huntington Investment Company is a registered broker-dealer, member FINRA and SIPC, and registered investment advisor with the U.S. Securities and Exchange Commission (SEC). Huntington Financial Advisors® is a federally registered service mark of Huntington Bancshares Incorporated.

Certain insurance products are offered by Huntington Insurance, Inc., a wholly-owned subsidiary of Huntington Bancshares Incorporated, and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc.

Trust and certain investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated.