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Information provided on this page is informational only. Nothing posted here should be considered investment advice. Please review your financial situation with a qualified financial professional before taking action. For more information please see our disclosure.

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Can You Contribute to an HSA? - The Triple Threat of Retirement Saving Accounts

In show-business, few can claim that they are the much sought after triple threat. While many can sing and dance, or act and sing, few stars can sing, act, and dance exceptionally well. When it comes to tax-preferential savings there is one account that can sing, dance, and act above the rest. This ever elusive triple threat of the retirement savings world is none other than the Health Savings Account (HSA).

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LGBTQ+ Individuals More Likely to be Impacted Financially by Coronavirus

By this point it's clear that the coronavirus has impacted millions of people around the globe. Nearly everyone has been affected by the virus in some way. While many of us are struggling with the realities of the last few months, some groups have fared worse than others. Specifically, members of the LGBTQ community are more apt to be negatively financially impacted by the coronavirus than other groups.

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The Unsung Hero of Insurance - The Umbrella Policy

As financial advisors we understand that the topic of insurance is not the most exciting or glamorous. When we discuss insurance with our clients, we do everything in our power to keep their eyes from glazing over in boredom. Today we will discuss one the most plain vanilla policies, but arguably one of the most important, the umbrella policy. Stay with us because getting umbrella coverage could be one the best financial decisions you ever make.

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How To Protect Your Retirement

While retirement is a chance to begin a new chapter, that does not mean it comes without financial risks. One of the most troubling is the potential for needing long-term care. According to longtermcare.gov an individual turning age 65 has almost a 70% chance of needing some form of long-term care service at some point in their life. With the costs of healthcare continually on the rise, what have you done to prepare to ensure you and your family are taken care of?

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What's The Value of a Financial Advisor Anyway?

In today's digital age, almost anything you could ever want to know can be found online. Have a leaky faucet? Watch a YouTube video on how to fix it. Want to find high-interest fee-free savings accounts? Just Google it. Have the urge to learn how to code? Enroll in a free course online. With the wealth of information found on the internet this begs the question, do I really need a financial advisor?

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How Will I Ever Afford Healthcare Costs In Retirement? Maybe It's Not As Bad As We Think

We all see the startling headlines about how much healthcare costs and that it is continually going up. Fidelity recently came out with a study that estimates that a 65 year-old couple who retired in 2018 can expect to spend around $280,000 for health related expenses in retirement! This leaves many pre-retirees wondering, how am I ever going to afford that along with all my other expenses?

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Beware Medigap F!

If you're over 65, or becoming that age soon, it's likely that Medicare has become a major issue of concern. Health insurance can be confusing, and all the various options surrounding Medicare choices are enough to make almost anyone's head spin. There are many different Medigap policies to choose from, but the most popular is Medigap plan F. However, by the end of 2019, this popular option will no longer be available.

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