MARKET UPDATE: SECOND QUARTER 2022

MARKET UPDATE: SECOND QUARTER 2022

MARKET UPDATE: SECOND QUARTER 2022 The second quarter of 2022 has been challenging, to say the least, for investors as markets responded negatively to shifting interest rates, supply chain snarls, inflationary pressures and geopolitical challenges. For the quarter,...
HSA – Triple Tax Advantage Strategy

HSA – Triple Tax Advantage Strategy

HSA – Triple Tax Advantage Strategy Tax-advantaged plans such as 401(k)s and college savings plans are everywhere these days, but less well-known are Health Savings Accounts (HSAs) despite the many advantages they offer. Employers and employees alike should be...
Retiring as a Single

Retiring as a Single

Retiring as a Single During the past half century, the number of married couples in the U.S. has been steady declining. According to a study published in The Gerontologist, approximately one-third of Americans between the ages of 45-63 are currently single. Most of...
6 Steps to Retiring Smart

6 Steps to Retiring Smart

6 Steps to Retiring Smart These recommendations can help put baby boomers on the right track for the future. Thinking about retirement within the next several years? Preparing for retirement requires some advance planning!  You’ve worked hard to save for this...
Just 1% more can make a big difference

Just 1% more can make a big difference

Increasing your savings by just 1% now could mean a lot in retirement. Jeanne Thompson, senior vice president of retirement insights at Fidelity puts it best in her article on saving for retirement.  “Small steps now can turn into big strides later”. In speaking with...