Archive for Tag: planning for future

Your Portfolio and Financial Advice Before Market Turbulence

It is human nature to seek advice when things aren’t going well or when an unforeseen event occurs. Some seek financial advice from a professional only when the stock market and their investments are experiencing turbulent times. Reactive decisions made during periods of stock market volatility often cause investors to...

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Financial Planning to Reflect Our ‘New Normal’

COVID-19 has changed everything from our jobs to school learning and shopping and how we plan for retirement. The pandemic has created implications for financial planning on critical items, moving them front and center for those saving for retirement and those already retired: Healthcare costs. With the Affordable...

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How Technology Can Improve Your Financial Wellbeing in 2021

The coronavirus pandemic has motivated financial professionals to take full advantage of technology. Many of them are pairing various tech solutions with their unique human touch to help clients improve their financial well-being. So how can you, as a client, use similar technology to make a positive difference in your finances?...

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Health Savings Accounts: For Today and Your Retirement Years

If you are not contributing to your health savings account (HSA), you miss out on a great way to save for health care expenses now and during retirement. HSAs allow you to save money tax-free through payroll deduction. Like traditional investments, some HSAs provide fund choices to increase accumulations With...

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Understanding Individual 401(k) Plans

If you’re self-employed or own a small business, you’ve probably considered establishing a retirement plan. If you’ve done your homework, you likely know about simplified employee pensions (SEPs) and savings incentive match plans for employees (SIMPLE) IRA plans. These plans typically appeal to small business owners because they’re relatively...

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