Objective Advice You Can Trust

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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2017 Year End Tax Tips

If tax time brings you stress, read on.  First, take heart that you can act before the end of the…

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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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Health Savings Accounts (HSAs) – An Overview

Description Health Savings Accounts (HSA) were created by the Medicare bill signed by President Bush on December 8, 2003 and…

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An Estate Planning Checklist

Estate planning is off-putting for many folks on so many levels.  Let’s start with “estate”, which conjures up images of…

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