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May 13, 2022

Retiring early? Know your health care choices

Life doesn’t always go as planned. For example, you might think you’ll retire at 65 or later, when you’ll be eligible for Medicare. But if you retire before then, how will you pay for your health care?

May 5, 2022

New opportunities for 529 plan owners

If you want to provide educational opportunities for your children or grandchildren, you may want to consider investing in a 529 plan. In recent years, this plan has gotten more flexible, and potentially more powerful, than ever.

Apr 21, 2022

Financial issues facing women business owners

As a business owner, you’re always busy, so it’s understandable if you’ve put off thinking about events that won’t occur until far in the future – such as your retirement, the sale or transfer of your business and the settling of your estate. Nonetheless, it’s a good idea to start planning now, while also recognizing the special challenges that women business owners face in these areas.

Mar 24, 2022

HSA: A healthy way to save for retirement

Many expenses in life are unpredictable. But there are two things you know you’ll have to pay for: medical bills and retirement. You’ll probably need to take a variety of steps to meet these costs, but one financial instrument that can help is a health savings account (HSA).If you’re not familiar with an HSA, here […]
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