Did you know you can utilize a health savings account (HSA) to invest for your future? HSAs have many tax benefits, including tad-deductible contributions and tax-deferred growth. But is one right for you? This worksheet will help you determine if you qualify, as well as identify common mis …Continue Reading!
Women still encounter challenges, such as lower pay, time out of the workforce for parenting, and longer life expectancies, that make us uniquely vulnerable when planning for retirement. Download this guide to learn the 4 things that you can do to help be more financially confident in retir …Continue Reading!
The Tax Cuts and Jobs Act, or TCJA, changed the world of tax planning as we know it. Download this guide to learn why it’s more important than ever to understand the TCJA, because the days of not paying attention to your taxes are over. Download GuideContinue Reading!
Whether you are purchasing your first home or deciding on where you want to spend your winter during retirement, moving is a large and stressful undertaking. There are a lot of questions to ask: should I rent or buy, how large of a down payment do I need, how much rent can I afford, how …Continue Reading!
Regardless of how much is in your retirement accounts, Social Security is a major part of every retirement plan. Below you will find resources that will help you apply for the program and answer a lot of questions you may have. Download GuideContinue Reading!
Are you preparing to join the roughly 15 percent of the United States population enrolled as Medicare beneficiaries? (AARP) We have pulled together resources for you to get informed and up to date on what Medicare will do for you and the enrollment process. Download GuideContinue Reading!
You are getting married (or at least thinking about it)! Congratulations! We are sure there are plenty of people telling you what flowers are best, which bakery to get your cake from, and where to get your dress but has any one talked to you about applying for a marriage license or how com …Continue Reading!