Dec 4, 2019 | 401k, Market, Taxes
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...
Oct 22, 2019 | Market, Personal Investing, Retirement Plans
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...
Oct 11, 2019 | Market, Retirement Plans, Tax Planning and Deductions
MARKET UPDATE: THIRD QUARTER 2019 The U.S. equity market finished Q3 2019 in modest style. The S&P 500 and DOW gained 1.19% each but the NASDAQ slipped 0.09%. While U.S. economic growth has slowed from last year, it does not appear to be heading into a recession...
Oct 3, 2019 | Market, Personal Investing, Retirement Plans
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...
Sep 19, 2019 | Market, Retirement Plans
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...
