Many of you have heard of Health Savings Accounts (HSAs) but may not have given them much thought. An HSA allows a health plan participant to save money in their account tax-free to pay for or reimburse themselves for qualified health care expenses. Your contributions are tax-deductible (or pre-tax … [Read more...] about Thinking About Using a Health Savings Account?
Preparing for retirement isn’t just about money: Robin Powell with Barry LaValley – Retirement expert: ---- Our friend Barry LaValley gives us insights on what the last phase of our lives will entail so we can begin to prepare. … [Read more...] about Video: Preparing for Retirement Isn’t Just About Money
Maureen and I were big fans of the hit TV show “Downton Abbey”. Now the series has recently hit the big screen with a featured film. This British drama series follows the lives of the Crawley family and its servants in the family's Edwardian country house. The series begins with the 1912 sinking … [Read more...] about Downton Abbey – What is your part to play?
By failing to prepare, you are preparing to fail. Benjamin Franklin (1706-1790) American statesman, scientist and philosopher. What is the benefit for taking the time to envision and plan for the future you desire? That is what each prospect consciously or subconsciously thinks about before … [Read more...] about Securing Your Dignity in Retirement
40 Years ago this week, Newsweek had one of its most infamous headlines: "The Death of Equities: How inflation is destroying the stock market". This was the cover headline August 13, 1979. The financial media and media in general are always trying to project fear into investors and this … [Read more...] about The Death of Equities – Re-visited
Today is Independence Day - the celebration of our country’s birthday! Our Declaration of Independence was a historical moment and one that is cherished and celebrated with picnics, barbeques, fireworks, hot dogs and apple pie! It is a great day to wear red, white and blue and to proudly wave the … [Read more...] about Happy Independence Day!