Financial Planning
Those preparing for retirement today should also seek to prepare themselves for a growing financial concern: long-term care. Long-term care is increasingly needed by people over the age of 65, can be very expensive, and is generally not covered by …
Financial Planning
We have published this Navigator at this same time each of the past several years in order to highlight the importance of IRAs and to encourage our clients to make their annual IRA contributions prior to the tax filing deadline. …
Financial Planning
Minimizing taxes is important in building and protecting wealth over the long-term. However navigating the highly complex and ever-changing tax code is not an easy task. The Tax Cuts & Jobs Act (often referred to as the “Trump Tax Cuts”) …
Financial Planning
Flexible spending accounts (FSAs) and health savings accounts (HSAs) are both tax-advantaged accounts that allow you to pay for qualifiedmedical expenses using pretax dollars. During open enrollment season for employment benefits,you may have the opportunity to choose between an FSA …
Financial Planning
Password managers are digital vaults that help create and store passwords for online accounts and are an essential tool for ensuring your online security. Properly using a password manager can simplify your online life and, more importantly, make you less …
Financial Planning
All of us have various concerns in our lives that command our time and energy. However, there is often little if anything that one can do to affect or control these worries. This is especially true in the context of …
