Individuals who are continuing to work because they are concerned about the health insurance conundrum is a very real and common concern. However, this concern is not an accurate reflection of the facts on the ground.
“Your health isn’t everything, but without your health, everything is nothing.” Asheville-based cardiologist Dr. Brian Asbill isn’t sure who initially said this quote, but he adamantly believes in it.
According to the Kaiser Family Foundation, in 2006 4% of employees nationwide were enrolled in High Deductible Health Plans (HDHP) through their employers. By 2015, that number had increased to 28% and has remained steady since. It makes sense to examine how we can best utilize the Health Savings Account (HSA) that accompany these plans.
Just like you have a financial plan to stay on track with spending and saving, make a plan to manage your health and hopefully reduce the impact of healthcare costs in your retirement.
Budgeting is very important for setting yourself up for longer term financial success. I personally prefer monitoring three separate equations for main spending goals including retirement savings, home mortgage costs, and overall debt servicing costs.
Now that the in-laws have left and the last of the holiday leftovers have been emptied from the fridge (hopefully!), let’s review four impactful changes brought about by the SECURE Act of 2019, which went into effect January 1, 2020.
Our new SRI portfolio combines our traditional stock selection criteria with numerous environmental, social and governance metrics through one of the industry leading data providers ...
It’s the end of the year and your to-do list is a mile long. The last thing on your mind is your finances. Still, they deserve a good look before the close of the year. While we cannot help you with the cooking, cleaning and gift buying, we can help with your financial to-do list.