Retirement

Inflation was the big story in 2022, and for 2023 it brings some benefits (increased social security benefits, bigger tax deductions) but also some detriments (higher Medicare surcharges). The SECURE Act 2.0, which was passed at year-end, will have aREAD MORE

The loan you take out to purchase a home is often the largest debt you will carry in your lifetime. Paying off your mortgage is an attractive concept, because it provides a sense of financial security and significantly reduces yourREAD MORE

In our working years, the idea of retirement may seem like a dream: the opportunity to finally do the things we’ve been deferring for decades. We’re bombarded with images of happy people traveling, playing golf and walking on the beach,READ MORE

Twenty-first century America is a nation of job-hoppers. According to the U.S. Bureau of Labor Statistics, the average American holds 12 jobs in their lifetime. The concept of retiring after 40 years with one company, taking home a pension andREAD MORE

Do you have the option to open a Health Savings Account (HSA)? An HSA is a tax-advantaged savings account that can be utilized by individuals and families who are enrolled in High Deductible Health Plans. Establishing an HSA allows youREAD MORE