For those not familiar with Health Saving Accounts (HSA’s), they are tax- advantaged accounts that Congress authorized in 2004. HSA’s are available to those who enroll in “High Deductible” health insurance...
Learn MoreOne of the most difficult aspects (both financial and emotional) of planning for your retirement is how to prepare for the possibility of eventually needing long term care assistance. Anyone who has gone...
Learn MoreAsset allocation decisions are quite a bit more complex when you have a sizable amount of money in taxable accounts versus having almost your entire retirement portfolio invested in tax deferred accounts...
Learn MoreOne of the best ways to maximize the returns of your portfolio over the long term is to minimize investment fees. The impact over time of these fees is much greater than many realize. For example, a...
Learn MoreMany investors consider municipal bonds (munis) to be a very safe and straightforward way to obtain tax free income and a good option for conservative investors with taxable accounts. But the issues involved...
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