Financial Planning, Health Care
Retirement is a time when we start paying closer attention to our finances. And when it comes to planning for medical expenses during this golden phase of life, Health Savings Accounts (HSAs) can be a game-changer. HSAs are special savings accounts with tax benefits...
Building Wealth, Family and Finances, Financial Planning, Investing, Retirement Planning
The Thrift Savings Plan (TSP) is a retirement savings and investment plan exclusively available to federal employees and members of the uniformed services. It offers numerous advantages, including diverse investment options, low costs, and tax benefits. This makes it...
Financial Planning, Life Events
Regardless of the stage of life you find yourself in, considering financial planning for life-long peace can be highly beneficial. Whether you are just starting, or you’re already in your golden years, it’s important to plan for your future. In this blog,...
Financial Advisor, Financial Planning
The financial planning process can hold a different meaning depending on who you ask. If you were to ask a random person on the street what the financial planning process is, they might say, “budgeting and saving money.” While this answer is not wrong,...
Financial Advisor, Financial Planning, Market Events
The coronavirus is still very much with us, as is much of the economic dislocation resulting in sporadic lockdowns. Granted, we are closing in rapidly on a vaccine…indeed, a number of vaccines. But it may be quite some time yet before most of us will get access...
Financial Planning, Market Events, Retirement Planning
The $2 trillion coronavirus response bill (the CARES Act) passed on Friday. The bill is 900+ pages. It is packed with relief measures for big companies, small businesses, state/local governments, public health, education, and individuals. We’ve combed over it and...
