Health Savings Accounts: The Basics and Retirement Benefits
Senior Financial Advisor Judson Meinhart explains the basics of health savings accounts (HSAs) and how it can benefit your retirement.
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Golf Course Guide to Medicare
This guide to the important “game” of Medicare will help you swing and putt your way through the complex journey, hopefully aiming you in the right direction. We will highlight some pro-tips, sand traps, water hazards, out-of-bounds areas and preventable bogeys to prepare you for this adventure. This information will help you know which “club” to use at every stage of the course!
Thrive by Planning for the Unknown Edition
Our Q1 newsletter focuses on planning for the unknown. CEO Rick Manske begins with outlining the importance of implementing financial family fire drills. Sr. Financial Advisor Travis Boyer writes about handling risk and Director of Investment Management Sarah DerGarabedian discusses mindful investing and how according to Seinfeld, “Anything’s possible!” Financial Advisor Scott Kittrell outlines how to manage the increasing cost of health care, and Sr. Financial Advisor Michael Baughman covers how to determine if you need health insurance. Manager of Financial Planning Judson Meinhart provides helpful tables to fill out to determine if you have adequate property and casualty insurance. Co-Director of Tax Services Larry Harris writes about tax planning unknowns. We hope you find this edition insightful!
Don’t Let Health Insurance Concerns Stop You from Retiring
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.
