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TAX-EFFICIENT ASSET LOCATION

Tuesday, May 4, 2021
TAX-EFFICIENT ASSET LOCATION

5 Things You Need to Know about a Health Savings Account

Wednesday, April 7, 2021
Health Savings Accounts, Health Insurance, Health Savings Accounts (HSAs), Health Insurance
5 Things You Need to Know about a Health Savings Account  

Little-Known Strategies for Student Loan Borrowers

Monday, December 21, 2020
student loan forgiveness, income-driven repayment plans,
         The 411 on Federal Student Loans    

What's possible with IRA gifting, RMDs and much more

Sunday, April 19, 2020
I am a big fan of Laura Sanders' work in the Wall Street Journal's weekend edition. I encourage you to click the link below for some great insights on what you may want to consider for gifting strategies this year and next. Laura does a great job introducing ideas around that, plus covers come key points for RMDs with IRAs,   Click here for the Wall Street Journal article by Laura Sanders.   

How long will you live?

Saturday, December 7, 2019
Longevity, Retirement Risk,
We all ponder this question, especially when developing retirement plans. This unknown is a variable that creates real challenges for most of us when it comes to calculating how much we can spend and the income we will need to support our spending assumptions.  

10 Things you need to know about Medicare

Monday, April 29, 2019
Retirement, Medicare, Social Security, Investment, Medicare Supplement, Medicare Advantage,
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