Finding Value in Health Savings Accounts

April 29, 2019 10:09 am

For most people, the rising cost of healthcare poses a major concern for lifestyle in retirement. It also makes the decision of when to retire that much more challenging, knowing this is an unavoidable yet sizeable expense. After the Affordable Care Act went into effect in 2010, the focus was more on access to services, […]

Charitable Giving: Exploring Donor Advised Funds

October 25, 2018 11:56 am

Following the passage of the Tax Cuts and Jobs Act (“TCJA”) last year, and the increase in the standard deduction that came with it, there’s a lot of industry discussion about the impact that this may have on charitable giving. Many of us give to charities for reasons beyond receiving a tax deduction. However, there […]

Should You Consider Refinancing Your Debt?

May 15, 2018 12:59 pm

As we are now experiencing a rising interest rate environment, it is imperative to take a close look at your debt obligations to determine if action should be taken. Many of us have enjoyed low interest rates on our debt for several years now, and this may have swayed your decision to accept variable rate […]