Personal Finance

CARES Act Expands HSAs

by Craig Moser on May 29, 2020

By Sarah Brenner, JD IRA Analyst Follow Us on Twitter: @theslottreport The recently passed CARES Act expands HSAs and what they cover.  These changes will allow you to access more medical services without worrying about your deductible, and also enable you […]

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4 CARES Act Misconceptions

by Craig Moser on May 15, 2020

By Ian Berger, JD IRA Analyst The Coronavirus Aid, Relief and Economic Recovery Act (CARES Act), signed into law on March 27, includes several important retirement-related provisions. Because some of these provisions are confusing, several misconceptions about the new law […]

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The Monte Carlo Simulation

by Craig Moser on February 21, 2020

The Monte Carlo simulation models the probability of different outcomes with random variables.  It helps determine the impact of risk and uncertainty when forecasting.  When using any Monte Carlo simulation (online or otherwise) you must also understand assumptions made by […]

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Transfer on Death (TOD)

by Craig Moser on November 22, 2019

Transfer on death (TOD) registration allows you to pass the securities you own directly to another person or entity (your “TOD beneficiary”) upon your death without having to go through probate. By setting up your account or having your securities […]

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Women and Retirement

by Craig Moser on November 8, 2019

Women have made significant strides over the years.  However, as a group, they continue to face a risky retirement.  Here are some tips on how women can prepare for retirement. Only 12% of women are “very confident” in their ability […]

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Four Retirement Concerns

by Craig Moser on October 25, 2019

When it comes to retirement, there are many things to look forward to.  There are also things to take precautions against. Here are four retirement concerns many people often have. If any of them are causing you stress, please give […]

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Your Financial Roadmap

by Craig Moser on July 19, 2019

Let’s face it, you know all of your financial information, or at least who to contact to get it.  But do you share that information with your family?  If not, I suggest creating a roadmap to locate important financial information.  […]

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Here's what you'll get:

Customized Social Security Benefit Summary
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Financial Organizer
to summarize all aspects of your financial affairs

Portfolio Evaluation
showing how your investments have performed historically and the fees that you are paying

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