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Buying A Boat With Your HSA (Health Savings Account)?
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.
Read MoreRECORD LOW MORTGAGE RATES PRESENT OPPORTUNITIES
While the reduction in our mortgage payment is substantial, it is not the only thing to consider when refinancing.
Read MoreWhat do Social Security and the Lottery have in common???
Social Security benefits are an important part of retirement for most people. Here is brief summary on some of the components.
Read MoreTo Buy or Not to Buy
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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BEWARE! New Rules for Inherited IRAs
The SECURE Act introduced the new 10-Year Rule for Inherited IRAs.
Read MoreJob Loss or Job Change? I've Been There...
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...
Read MoreDefining Moments
What were your experiences with money and finances when you were growing up? Can you recall those defining moments in your life?
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