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Strategies to Help Protect Your Wealth From Taxes

Strategies to Help Protect Your Wealth From Taxes

March 20, 2023
Here are answers to questions related to transferring your wealth to heirs to help minimize your tax burden. ...
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Discover the HSA Triple Tax Savings Advantage

Discover the HSA Triple Tax Savings Advantage

March 6, 2023
Health care costs can take a bite out of your retirement savings, with costs running as high as $315,000...
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Should You Roll Over an IRA to an HSA?

Should You Roll Over an IRA to an HSA?

January 5, 2023
For many people, health savings accounts (HSAs) provide an affordable way to pay for medical expenses. To make pre-tax...
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Congress Passes Secure 2.0 Act Bringing Big Changes to Saving for Retirement

Congress Passes Secure 2.0 Act Bringing Big Changes to Saving for Retirement

January 2, 2023
At the end of 2022, Congress passed SECURE 2.0 Act legislation as part of a larger spending bill. SECURE...
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Make the Most of Your Retirement Plan Contributions

Make the Most of Your Retirement Plan Contributions

January 2, 2023
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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Accessing Your Risk Tolerance

Accessing Your Risk Tolerance

December 31, 2022
When the markets are volatile, you may be hesitant to login to your retirement accounts to see how much...
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Could Your Lifetime Social Security Benefit Exceed $1.5 Million?

Could Your Lifetime Social Security Benefit Exceed $1.5 Million?

October 3, 2022
While Social Security may seem like an afterthought compared to other retirement income sources, the benefit could exceed $1.5...
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Long-Term Care Insurance Explained

Long-Term Care Insurance Explained

September 1, 2022
Long-term care insurance can be complex and costly. With so many different plans available, it can be difficult to...
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How to Help Your Kids Be Financially Literate

How to Help Your Kids Be Financially Literate

June 2, 2022
How can you help kids learn how to handle money and be financially literate? In this episode, Valerie Escobar...
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Managing Health Care Costs in Retirement

Managing Health Care Costs in Retirement

November 22, 2021
It’s no secret that as people age, their bodies tend to break down. Joints begin to ache, backs become...
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Setting Up Trusts to Protect Wealth Transfer to Heirs

Setting Up Trusts to Protect Wealth Transfer to Heirs

July 31, 2021
You’ve worked hard and want to leave a legacy to your heirs that will last for them after you’re...
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Early Retirement: How Will You Fund It?

Early Retirement: How Will You Fund It?

July 8, 2021
Some people want to retire early. Or circumstances, such as health or job layoff, may drive the decision. No...
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#116

Creating Your Estate Plan

May 25, 2023
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Picking the Right Trustee 

May 18, 2023
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#114

Money Markets: What You Need to Know

May 11, 2023
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