Insights
What is the optimal tax strategy for investment account withdrawals in my early retirement years?
After being in a savings mode for a good part of your life, you have now transitioned into retirement and may be wondering the best way draw down assets from your investment accounts to meet your living expenses and ... Read more.
What is so special about a Health Savings Account (HSA)?
Most people are unaware of the significant benefits a Health Savings Account (HSA) offers and why you should consider maximizing the contributions when you have access to a high-deductible health plan (HDHP). Benefits Triple Tax Advantages Tax-deductible ... Read more.
I am nervous about making big financial decisions. How can a Financial Planner help?
A comprehensive financial plan can help when making big decisions that will impact your finances. When can I retire? Should I use a windfall to pay off my mortgage early? How much do I need to save to retire ... Read more.
What does diversifying my money even mean?
Diversifying your money refers to spreading your investments across different assets or types of investments to help manage risk. The objective of diversification is to reduce risk and optimize returns by not putting all your eggs in one ... Read more.
Am I financially OK?
"Am I financially OK?" is undoubtedly the most frequently asked question that I receive. As you might expect, there is not a one-size-fits-all answer, and many feel stuck when making financial decisions. However, here are a handful ... Read more.
Left Your Job? Here’s How to Handle Your Old 401(k)
If you’ve left a job and still have retirement savings in a 401(k) or similar employer-sponsored plan, you are not alone in wondering what to do next. Managing a former employer’s retirement account wisely can help you avoid penalties, ... Read more.
