Is Your HSA Working For You?
Is Your HSA Working For You? If you have a Health Savings Account (HSA) option, the benefits are worth the investment. The tax benefits magnify the advantage of investing in, say, [...]
Is Your HSA Working For You? If you have a Health Savings Account (HSA) option, the benefits are worth the investment. The tax benefits magnify the advantage of investing in, say, [...]
The New Funny Money Cryptocurrency and bitcoin are the new funny money. Specifically, it's a form of digital payment exchanged online. Many companies issue their own currencies (tokens) which are only [...]
Life Insurance Payout Considerations There are several life insurance payout considerations. It’s important to understand those options so that you choose the right one for your situation. Do you want a [...]
lL Long-Term Heathcare Crisis in America Here’s the odd thing: people are living a long time; average life expectancy is nearly 80 years in the US. I [...]
I am an Independent Investment Advisor (IAR) I am an Independent Investment Advisor. What does that mean? Have you ever wondered what the benefits are? What difference might a relationship with [...]
Recharacterizing an IRA Contribution IBy Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport Recharacterizing an IRA contribution is still in the toolbox. However, a Roth conversion is not. We can [...]
If you’re looking for a way to help better or improve your life without making resolutions, I have a financial experiment that might interest you. For one month (on a 30-day period of your choice), stop spending [...]
Craig and Jennifer Moser break down the different personalities of spenders and how those traits could affect your retirement.
In our experience, people in certain jobs tend to approach financial planning the same way. On this episode of How Money Works, we explain some of the positives and challenges of financial planning by profession.
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.