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Recent Blog Posts

We make personal finance easy to understand

HSA’s – The Underappreciated Tax Free Investment

Posted by Bill LaChance on Sep 14, 2014

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 plans. Employee contributions made to HSA’s are made on a...

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Planning for Long Term Care – An Innovative Approach

Posted by Bill LaChance on Aug 7, 2014

One 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 through this with their own parents can attest to how wrenching...

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Strategies to Maximize After Tax Returns in Taxable Accounts

Posted by Bill LaChance on Jul 8, 2014

Asset 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 (401K’s IRA’s etc.). The reason is two-fold. First, the...

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