Your HSA and Retirement
Health Savings Accounts (HSAs) are rapidly growing in both size and numbers. These accounts offer deductible contributions and tax-free distributions for qualified medical expenses. An
May 23, 2023
Category: Retirement
Timing of Your Retirement
The day of Retirement is here! You have banked your last paycheck. You are starting to draw from your retirement accounts… And BAM! There is
November 17, 2022
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
July 13, 2021
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
March 18, 2021
Entanglement of Taxes With Your Retirement
Retirement planning and tax planning are intertwined. A retiree may have several buckets to draw money from for their living expenses. While the money from
March 4, 2021
How to Thrive in an Empty Nest
How to Thrive in an Empty Nest How to Thrive in an Empty Nest Parents are returning home from dropping their child off at
January 6, 2021
Beware! Early Retirement Can Look Like the Pandemic
Do you have to do that here?! I don’t want pizza AGAIN!! Don’t leave your dirty dishes there! These may be a few phrases you
September 10, 2020
How Will The Economy Do In 2020?
How Will The Economy Do In 2020? Will The Dow hit 32,500 or the S & P 3650 in 2020? See what Brian Wesbury,
February 13, 2020
Can you benefit from a Health Savings Account?
Can you benefit from a Health Savings Account? Health Savings Accounts (HSA) are designed for a triple tax benefit. 1. Contributions
September 24, 2019
How to Thrive in an Empty Nest
How to Thrive in an Empty Nest Parents are returning home from dropping their child off at college. It’s a bittersweet experience. Parents are filled
September 11, 2019