Objective Advice You Can Trust

Year-End Portfolio Checkup: 6 Tax-Smart Tips

With a few months remaining in the year, it’s a good time to review your financial plans and ensure you’re…

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Analyzing Your Tax Return

Another tax season is upon us.  Many people tuck their tax return and supporting documents into a folder and hand…

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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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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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