Market Updates
From Our President
Healthcare Savings Accounts: Financial Planning’s Best Kept Secret
Healthcare Savings Accounts (HSA) are often misunderstood and very much underutilized. So how do they work? And, what the heck makes them so great?
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The Only Two Credit Cards I Use!
On a weekly basis, I get this question from clients and friends alike: "Which credit card should I use?
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How Much Life Insurance Do I Need?
It’s a common question: How much life insurance should I have? The answer; unfortunately, isn’t an exact science. However, I’d venture to say nine out of ten potential clients are underinsured.
READ MORE...Three Good Strategies for the Charitably Inclined
There are many ways to make charitable donations, but this post will focus on three simple and proven methods.
READ MORE...When to use Term Insurance Versus Permanent insurance
Many new clients (as well as most everyone else) are underinsured when it comes to life insurance. Being underinsured is a topic for another blog post.
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To Roth Ira, or Not, to Save Income Tax
The world is full of great questions. Some can’t be answered: what was first, the chicken or the egg? Some were argued at immeasurable length...
READ MORE...5 Keys to Unlocking Wealth
I’m often asked why financial planning is best accomplished when handled as a lifelong relationship. The simple answer?
READ MORE...12 Estate Planning Mistakes to Avoid
Talking about one’s own mortality, or the mortality of a loved one, is not something anyone really ever wants to do.
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