Financial Facts
Articles from our nationally recognized, weekly blog.
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?

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.

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.

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.

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…
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?

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.

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.

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.

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…