by admin | Jun 21, 2021 | Uncategorized
If you have done any research, talked to a financial advisor, or even chatted with a friend about how to prepare for retirement, its likely you’re familiar with Roth IRA’s. They’re probably the most widely covered tool in the industry toolbox, and the reason is...
by admin | Jun 14, 2021 | Our Philosophy
The great baseball philosopher Yogi Berra supposedly said, “It’s tough to make predictions, especially about the future.” He is right. But we do it anyhow. Half of my friends are confidently predicting a crash is coming. But the remaining half of my friends are...
by admin | Jun 4, 2021 | Uncategorized
Would you like to keep your retirement health insurance costs as low as possible? Make sure you understand Medicare part B and pay attention to two key details as you plan your retirement income. What is Medicare part B? When you retire, you will generally use...
by admin | Jun 3, 2021 | Uncategorized
Would you like a Triple-Tax-Benefit? …I thought so. Behold the glory that is the Health Savings Account, (HSA). An HSA saves you taxes when you put money in, doesn’t get taxed every year while its growing, and is not taxed when you spend the money (on the...
by admin | May 25, 2021 | Retirement, Uncategorized
An important factor to our ongoing retirement income is how the Social Security payment grows over time. This Cost of Living Adjustment, or COLA, is announced annually for the following year. It might make a few bucks to a few hundred dollars difference...
