Do I need long term care insurance?
First off, we do not sell any insurance whatsoever. While we advise clients on their individual insurance needs, we refer them to outside sources...
Health Savings Account Beneficiary Options
Health Savings Account Beneficiary Options
As I've written about many times throughout the last several years, health savings accounts are simply wonderful vehicles for not...
2017 Health Savings Account – HSA – Limits
Health Savings Accounts 2017 Limits
Health Savings Accounts represent one of the single best opportunities to save for not only medical costs and expenses, but...
Health Savings Account Qualified Expenses
Health Savings Account Qualified Expenses
The HSA is such a powerful vehicle for long term savings, in fact it can be TRIPLE TAX FREE if...
Can’t fund an HSA? How about an IRA to HSA conversion?
Trouble funding your HSA (health savings account)? Why not do an IRA to HSA conversion? Remember, the health savings account (HSA) allows you to...
The Social Security Medicare penalty
The Social Security Medicare penalty
Social Security recipients get a cost of living adjustment each year. That increase is based on the overall economic inflation...
New HSA Limits for 2016
New HSA Limits for 2016
As with IRA contributions, 401k contributions, and life itself, everything changes. HSA (Health Savings Accounts) are no different. The maximum...
How does an HSA (Health Savings Account) work?
HSA - Health Savings Account Information
A Health Savings Account (otherwise known as an HSA) is an account allowing the holder to contribute funds, get...
Retiree Healthcare Costs Surge
There are two major expenses which rise faster than normal inflation rates with great consistency – healthcare costs and college costs.
I suspect college costs...
Medicare Planning in Retirement is BIG BUSINESS!
Do you really understand your medical costs in retirement?
Until a year or so ago we didn’t have any accurate way to analyze or project...
