Insights

Pekin Hardy Strauss is a research-driven boutique wealth management firm that provides customized portfolio management services and personal financial advice.

Financial Planning

10/01/19

FSA or HSA: Choosing a Medical Savings Account

By Erin Kelsey

Flexible spending accounts (FSAs) and health savings accounts (HSAs) are both tax-advantaged accounts that allow you to pay for qualified medical expenses using pretax dollars. During open enrollment season for employment benefits,you may have the...

Financial Planning

06/17/19

The Costs of Long-Term Care

By Matt Blume

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...

Financial Planning

05/02/19

Five Tax-Saving Strategies for the Trump Era

By Matt Blume

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...

Financial Planning

03/11/19

The Vital Importance of IRAs

By Matt Blume

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...

Financial Planning

01/18/19

The Navigator – Identity Theft & Data Breach: What Do I Do?

By Matt Blume

As identity theft and data breaches become ever-more-common occurrences, protecting personal information and monitoring accounts for fraud have become increasingly important practices. In the aftermath of the 2017 Equifax breach, in which the personal information...

Financial Planning

10/23/18

Why You Should Consider A Password Manager

By Erin Kelsey

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,...

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