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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Your Financial Year-End To-Do List
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 year-end to-do list.
Thrive by Learning and Growing Edition
Read our Q2 2022 newsletter on how to thrive by learning and growing. CEO Rick Manske reflects on graduation season and what this time of achievement and change means for students and loved ones. CIO Bill Hansen writes about education savings; President Harli Palme writes about tax savings related to college expenses; Portfolio Manager Nancy Blackman cautions about hidden costs of college. Advisor Charles Thompson outlines why it’s important that we value and prioritize travel. Advisors Judd Meinhart and Hilary Daniel write about job transitions and what to do with your 401(k) and new benefits. Advisor Neal Nolan ends with 10 ways to celebrate Independence Day and we highlight announcements across our firm. We hope you enjoy this edition!
Dealing with the Rising Cost of Health Care
Financial Advisor Scott Kittrell outlines 10 ways to manage the rising cost of healthcare.
Make a Wise Investment by Investing in Good Health
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 your healthcare costs in retirement.
