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Wednesday, October 21, 2020

A financial professional's role is to help guide and equip clients with the tools they need regardless of who controls the White House or Congress.

Thursday, October 8, 2020

To maximize the benefit of an HSA for long-term planning, you need to pay your current medical expenses from other personal savings sources and leave you HSA alone.

Wednesday, September 30, 2020

While the reduction in our mortgage payment is substantial, it is not the only thing to consider when refinancing.

Thursday, September 24, 2020

Social Security benefits are an important part of retirement for most people. Here is brief summary on some of the components.

Wednesday, September 16, 2020

My wife and I enjoy traveling in our RV. It provides a great way to see this beautiful country, and we like to take advantage of some unique biking locations. Recently, we stayed in Northern Michigan at a terrific campground that...

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Wednesday, September 2, 2020

The SECURE Act introduced the new 10-Year Rule for Inherited IRAs.

Tuesday, August 25, 2020

It has been over 20 years since I received a notice that my position as Director of Finance was being terminated. A company takeover had fallen through, and cuts were underway. That news was devastating, and even now as I think back on...

Wednesday, August 19, 2020

What were your experiences with money and finances when you were growing up? Can you recall those defining moments in your life?