Information and Advice on how to
Manage your Money and Plan for the Future
Employees are often confused about their health plan choices and do not understand the benefits of the HSA. In this article, we will provide some key talking points as well as a model tool you can use to demonstrate the benefits of the High Deductible Health Plan combined with an HSA compared to a traditional PPO option.
With the new year ahead, and our economy facing inflation and multiple interest rate increases, you may be wondering how well your investments will perform this year.
If you use an adviser or looking for an adviser, here are five questions you should ask.
This is the time of year when we get the most questions about Social Security. In this article, we discuss five common misconceptions we frequently hear as it pertains to Social Security.
I have found that most people misunderstand HSAs, and do not recognize their benefits. I want to clear up some of these misconceptions. Understanding these common “fake news” statements about HSA’s will help you make the most out of this valuable savings vehicle.
HSA or FSA? What’s the difference and which one is better for me? When you select your health plan, it is important to understand which of these will be most beneficial to you.
During your lifetime, there are various reasons that you may need to open up a line of credit. What’s a line of credit? This is a way for you to borrow money when you need it to pay for an expense. To learn more about the risks of store credit cards read this article.
Proper planning with a financial advisor is your best solution in developing a comprehensive retirement plan. A good financial advisor has the expertise and experience to know the right questions to ask to get a complete picture of your retirement goals.
Many people believe that in order to enroll in a Health Savings Account (HSA) you have to be of relatively good health. This meaning that you have few reasons to make trips to the doctor and a limited chance of hospitalization. Why is this thought so prevalent?
We’ve all been through the scenario of shopping at a retail store and when you arrive at the cash register the employee asks you “would you like to open up a store credit to save x amount on your purchase today?”. If you’re spending a significant amount of money or you’re shopping on a budget you might think to yourself “Hmm... this could save me a lot of money, maybe I’ll sign up!”.