A Look at HSAs
Why do higher-income households inquire about Health Savings Accounts? They have heard about what an HSA can potentially offer them:...
Fear Must Not Inhibit a Financial Strategy
Fear affects investors in two distinct ways. Every so often, a bulletin, headline, or sustained economic or market trend will...
Talking to Your Heirs About Your Estate Plan
Talking about “the end” is not the easiest thing to do, and this is one reason why some people never...
Should We Reconsider What “Retirement” Means?
An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a...
Avoiding the Cybercrooks
Imagine finding out that your computer has been hacked. The hackers leave you a message: if you want your data...
Financial Priorities Young Families Should Address
As you start a family, you start to think about certain financial matters. Before you became a mom or dad,...
Before You Claim Social Security…
Whether you want to leave work at 62, 67, or 70, claiming the retirement benefits you are entitled to by...
Getting (Mentally) Ready to Retire
A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom...
Is the U.S. Government Well Run?
Stop rolling your eyes. The Economist reported Steve Ballmer, former head of a large tech company, has been working on...
Predicting the Future: It’s Just Not Easy To Do…
Brexit came as a shock to many. So did the outcome of the U.S. election, but let’s face it –...