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Hunter Lord

Financial Advisor, CFP at MDRT
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Hunter Lord, CFP®, is an investment advisor representative with Essential Planning, LLC, in Portsmouth, New Hampshire. Lord started his career as a paraplanner in Brisbane, Australia, where he learned the intricacies of financial planning and compliance. Lord is a 4-year MDRT member who also participated in the MDRT Academy.

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  • MDRT
    Financial Advisor, CFP
  • Retirees: Maximize Your Tax Refunds for Financial Security
    Hunter advises retirees to use tax refunds to strengthen their financial foundation. "We always like to see our clients have a solid cash buffer," he says. Prioritize paying off high-interest debt and saving for future expenses. Remember, tax refunds can also be a chance to enjoy life—consider treating the family to a nice meal.
  • CD Renewal Strategies: Align Terms with Financial Goals
    Hunter advises aligning CD terms with financial goals and upcoming expenses. "If the renewal rate is good and you don't need immediate access, rolling over can be smart." For rising yields, consider a CD ladder with staggered maturities. Avoid long-term CDs if early access is likely, as penalties can negate benefits.
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