Blog: Invest in You
10 HSA Tips and Tricks
Are you getting the most out of your Health Savings Account (HSA)? HSAs have been with us since 2003. They are gaining in use and
Should I use a Password Manager?
Being current on cyber security issues is difficult which is why I subscribe to Savvy Cybersecurity newsletter authored by Sean Bailey and Devin Kropp. This
What type of Retirement Personality are You?
You have been dreaming of the day you can retire. Now you are here- the last day of work. What does tomorrow look like? The
Hack-Proof Your 401(k) Account
Americans hold over $20 trillion in 401(k)s and other retirement accounts—yet federal safeguards to protect these accounts from theft are lacking. Cyber thieves have begun
What I Learned from my Mom about Money
Our childhood memories around money form many of our attitudes about money today. Some may be positive experiences like vacations. Or “staycations” when money
Do You Wonder Why Housing Prices Keep Going Up?
Listen to my favorite economist and find out why.
10 Red Flags that Could Trigger an IRS Audit
Did you file your taxes? Do you know what your chances are of getting audited? The probability of getting audited by the Internal Revenue Service
Phone Scams Aren’t Dead: This happened to us. How to protect yourself.
While many think of cybersecurity and picture computers and complicated code, the truth is many scams still rely on human connection and fear. Countless scams
To Roth…or Not to Roth
“The stock market is down right now. Is this a good time to do a Roth conversion?” This was a regular question from clients in