Health Savings Accounts (HSAs) offer a unique opportunity for both increased savings and tax reduction.
Read More
As part of our financial planning process, we review and discuss beneficiary designations when we review a client’s estate plan. People are often unclear about
Read More
The rapid increase in usage of digital devices and the internet over the past 20 years, has, for all the benefits, created a huge additional burden on partners
Read More
How much money will I need to accumulate in order to retire comfortably?
Will I have enough money to retire?
How can I avoid running out of money?
Read More
When should I get into the markets? When should I get out? What will the rest of this year look like?
Read More
Even though the summer of 2020 hasn’t panned out the way many of us had hoped – limited travel, ongoing health precautions, etc. – the shift to summer can be a
Read More
What’s the Real Question?
Over the years, I’ve heard many people ask, “Where is the stock market going?” And I’ve heard a multitude of answers that range
Read More
We know that it’s been an unnerving few weeks in the markets, and that staying the course can be difficult. A suppressed stock market can present a few
Read More
I am not normally a fan of Jim Cramer, the loud, stock-picking host of CNBC’s “Mad Money.” That said, he recently had a sensible reflection about the recent
Read More
Just before Christmas 2019, Congress passed and the President signed a new law that makes some major changes to how we use our retirement accounts. The Setting
Read More
Years ago, an article I was reading noted that saving for retirement was like eating your vegetables. You know it’s good for you but it’s no fun.
Read More
