Written material is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary, therefore, the information should be relied upon when coordinated with individual professional advice.
Apr. 3, 2017Article
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Tens of millions of Americans rely on their Social Security benefits, and many are in a position in which they can't really afford to lose their monthly checks. Yet there are a few situations in which the Social Security Administration can and will...
Mar. 6, 2017Article
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It’s almost tax time. During April, many people take advantage of the opportunity to reduce taxes by funding a Traditional IRA. While that makes sense for some Americans, others may benefit by contributing to a Roth IRA that offers no immediate tax...
Feb. 6, 2017Article
HSAs have the potential to fill gaps in insurance coverage during retirement or employment changes.
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Congress created Health Savings Accounts (HSAs) in 2004. As of January of 2015, the number of Americans utilizing these vehicles for accumulating...
Jan. 4, 2017
Being prepared for major life and death decisions requires thoughtful, thorough planning. When it comes to your estate, this involves an all-encompassing look at the decisions to be made, who makes them and how assets are divided. To get your estate...
Dec. 1, 2016
With the start of the fourth quarter, it’s a good time to make sure we are executing on our 2016 financial strategies before year-end.
For some goals, the calendar year end is more of a guideline, but for others, December 31st is a firm deadline.