Asset Allocation

What You Can Learn from Your Tax Return: Form 1040

The Tax Cuts and Jobs Act of 2017, which was signed into law in 2017’s waning days, ushered in significant…

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New Year’s Financial Resolutions: Get Your Finances in Shape

Many people make resolutions on New Year’s Day.  But no matter what your resolutions are, the key isn’t making the list, it’s…

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How to Plan Ahead for Retirement Healthcare Costs

Healthcare will be one of the largest categories of expense for most retirees – and medical inflation is expected to…

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What Happens to Your Health Savings Account (HSA) in Retirement?

Health savings accounts get plenty of attention in the financial media and in Washington.  Given all the publicity, it may…

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Seeking Financial Simplicity

Take steps to reduce the stress of managing your money. With today’s economic challenges, it’s not surprising that a growing…

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Simplicity – Quotes

A listing of quotes from financial resources espousing the virtues of SIMPICITY… William Smead: “An investment is like a bar…

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