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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Judson Meinhart
Roth or Traditional IRA?
Choosing to save into a Roth IRA or traditional IRA is one of the more daunting retirement savings decisions most people face, but it doesn’t have to be.
Forbes Ranks Parsec Financial as a Top RIA Firm
Parsec Financial is pleased to be recognized in a list of the top 100 RIA firms, according to Forbes. Parsec was ranked 77th, including the 1st and only firm in North Carolina.
Golfer’s Guide to Medicare
Parsec Manager of Financial Planning and Financial Advisor Judson Meinhart, CFP®, BFA ™, provides guidance for this year’s Medicare open enrollment season.
Hi, I’m New Here … Avoiding Medicare Mistakes for First Time Medicare Enrollees
Trying something new can be scary. Trying to understand all of the rules surrounding your Medicare benefits as a new enrollee can be downright frightening! In this presentation we review some of the “oops” and “gotchas” of Medicare for first time enrollees. Topics include:
• Enrollment window and associated penalties
• What happens if you’ve already claimed Social Security
• Coordinating Health Savings Accounts with Medicare
• IRMAA – what it is and what creates income that gets you there
• International travel and cruising for trouble
• Medicare scams
Seven Questions To Help Determine If You Need a Care Manager
As parents, we never endeavor to become a burden to our children, which is why having a plan for aging in place before the time for care comes is important, as is knowing the resources available to individuals and caregivers to help alleviate some of the burden.
How to Best Handle the Choice Overload Phenomena
The jam study demonstrated the phenomena known as “choice overload problem” when humans are faced with choices, less is better.
Parsec Financial Ranked #2 N.C. RIA by Financial Advisor (FA) Magazine
Parsec Financial is honored to be listed again on Financial Advisor (FA) Magazine’s 2022 RIA ranking. Of the 534 firms included, Parsec ranked #128, including #2 of the 7 N.C. firms represented.
Got Crypto? Then You Need a Digital Estate Plan …
The proliferation of online accounts and assets in the digital age makes planning for access and transfer of digital assets an essential part of any estate plan.
Taxes Are the Golf Balls of Personal Finance
For the professional golfer, hitting your ball into the water has its price: It can be embarrassing. The internet is littered with stories and images of PGA Tour players dropping their trousers to take swings at errant, but playable, shots that have landed in hazard areas. It can cost you a tournament. Greg Norman, the …
