The Power of the HSA
According to the Fidelity Retiree Health Care Cost Estimate, an average retired couple age 65 in 2021 may need approximately $300,000 saved (after tax) to cover health care expenses in retirement. This is a significant amount to plan for in retirement. Thankfully, our tax code allows us to contribute to one of my favorite account […]
Questions You Should NOT Ask (Or At Least Be Aware of) When Interviewing A Financial Advisor
This is a follow up to my other blog post on “Great Questions To Ask When Interviewing A Financial Advisor”. While asking the great questions are important, you should also be aware of questions where advisors can bend the truth to the answers. That’s not to say some advisors are straight up lying, but more […]
