The Benefits of Health Savings Accounts
Health savings accounts are tax-advantaged medical savings accounts available to people enrolled in high-deductible health plans (plans with deductibles of at least $1,350 for individuals and $2,700 for...
Planning for High-Risk Professionals
Every individual and family can benefit from estate planning. For some people, however, effective planning requires a higher level of asset protection. ...
Aggressive Moves You Can Make in Your Forties to Reach Long-Term Financial Goals, Continued
Here are three additional ways people in their forties can maximize their retirement savings. ...
Aggressive Moves You Can Make in Your Forties to Reach Long-Term Financial Goals
An article in Kiplinger discussed an aggressive approach to financial planning in your forties. Let's take a look at some of the highlights. ...
ATM Skimming—Yes, It Could Happen to You
It's all so convenient. You go to the gas station, insert your debit card into the reader at the pump, fill up your car, and you're on your way. Or when you need some pocket money, you simply go to the...
Taxes on Social Security Benefits and How to Avoid Them, Continued
An article on kiplinger.com offers some strategies to avoid, or at least mitigate, taxes on Social Security benefits. ...
Taxes on Social Security Benefits and How to Avoid Them
Many people are surprised to learn that their Social Security benefits can be subject to federal taxation. Whether your benefits are taxed depends on what is known as your "provisional income." This is...
Five Trusts That Can Help You Accomplish Specific Planning Goals
Trusts come in many "flavors." Here are five trusts that can be used to achieve specific planning goals. ...
Three Factors to Keep in Mind When Buying Long-Term Care Insurance
Many families consider purchasing long-term care insurance in advance to help pay for expensive long-term care in the future. Here are three important factors to keep in mind when buying long-term care...
How to Augment Your Retirement Income
Most people rely on IRAs, 401(k)s and Social Security benefits to fund their retirement. An article in U.S. News & World Report explored some other options to boost your retirement income. Here are...