Health Savings Account
Have you ever considered the potential benefits of contributing to a Health Savings Account (HSA)? Contact us to learn more about how we help clients evaluate their savings options and if a Health Savings Account might make sense for them. Questions and Consultations If you have questions or if you’d like to schedule an appointment to discuss […]Continue reading ›
Understanding the Differences between a Roth IRA and Traditional IRA
If you are considering a Roth IRA or Traditional IRA for retirement savings, it’s important to understand the differences and eligibility limitations for each. Contact us to learn more about how we help clients evaluate their savings options and if a Roth conversion might make sense for them. Questions and Consultations If you […]Continue reading ›
What to Do If You Have Been Laid Off or Fuloughed
COVID-19 has impacted the lives of millions of individuals beyond just their health but to how they provide for their families. The US Bureau of Labor Statistics stated that April unemployment rate spiked to the highest level since the Great Depression. With job security on the line for so many people, it is important to […]Continue reading ›
Quarantined at Home?
We understand that this is a difficult time for everyone. As the COVID-19 pandemic sweeps the world, you are likely spending more time than ever at home now. With money at the top of mind for many during this time, you may be wondering what you can do to be productive? Check out some things […]Continue reading ›
Congress Passed a Stimulus Package – Now What?
We understand that this is a difficult time for everyone, and it can be overwhelming trying to understand the impact of COVID and the actions being taken as a response. Congress recently had a unanimous vote to pass a historic $2 trillion stimulus package called the Coronavirus Aid, Relief and Economic Security Act (CARES Act). […]Continue reading ›
Coronavirus and the Markets
We hope you’re healthy and holding up well with the news regarding the markets and the coronavirus. Much of the panic in the news and markets comes from the fact that nobody knows how bad the coronavirus will be. Unfortunately, when the markets are nervous, they tend to go down quickly. We’re assuming that we’ll […]Continue reading ›
Aging at Home as Part of a Village
The Baby Boomer population is aging, and with their retirement is on the horizon, many are giving more thought to where they will be living during retirement years, accessibility to medical care and social circles. With many seniors preferring to “age at home” rather than a typical nursing facility, there has been a development of […]Continue reading ›
How to Conquer your Financial New Year’s Resolutions
2020 has arrived and with that we enter a new decade with new goals and new priorities. Now like some of us, your New Year’s resolution may be the same each year. If this is the case, it turns out that this year you might actually accomplish it. While research studies show that half of […]Continue reading ›
Where is Your Paycheck Going?
Questions and Consultations If you have questions or if you’d like to schedule an appointment to discuss your finances, contact us today. Want more information? Sign up to receive our monthly e-newsletter here.Continue reading ›
Ways to Cut Wedding Expenses
Most people consider the start of summer to be the starting of #weddingszn; however, according to a study conducted by Zola, the most popular month to get married the past two years is October. There are several costs when it comes to planning a wedding. The five most expensive parts though make up 90% of […]Continue reading ›