by Michelle Petrowski, CFP®, CDFA® | Apr 25, 2019 | Blog, Retirement
By: Michelle Petrowski, CFP®, CDFA What’s an HSA? I have heard some say it’s like a Roth IRA on steroids. Health savings accounts (HSAs) are becoming more popular as high-deductible healthcare plans (HDHP) with this option become the norm. According to the IRS, a “...
by Michelle Petrowski, CFP®, CDFA® | Apr 4, 2019 | Blog, Retirement
By: Michelle Petrowski, CFP®, CDFA We’ve all heard the adage “nothing can be certain, except death and taxes.” This line of thought also applies to retirement, as society and financial markets change. Here are a few assumptions many Americans used to...
by Elliot Raphaelson | Jul 2, 2018 | Blog, Retirement
By: Elliot RaphaelsonBecause most employers have eliminated defined-benefit retirement plans, future retirees will depend more than ever on 401(k) plans, traditional IRAs and Roth IRAs.To plan for a successful retirement, you must understand the fundamentals and...
by Allison Pearson | Jun 21, 2018 | Blog, MidLife Finances, Retirement
By: Allison PearsonDo you and your partner share the same goals & expectations for the future throughout your changing life phases?My son recently headed off to college. It was an important life transition, not just for my son, but for me and my husband as well....
by Elliot Raphaelson | May 14, 2018 | Blog, Retirement
By: Elliot RaphaelsonThere is no question that Social Security issues are important to the American public. It is not unusual for me to receive more than 100 responses from readers when I write a Social Security-related column.Regular readers know that I frequently...
by David Ragland | Jun 14, 2017 | Blog, Retirement
by David RaglandYou’ve worked hard, you’ve saved, you’ve downsized, and the nest is finally empty. Life is good. But then one of your kids loses his job. Or she starts falling further into debt. Or decides to send your grandchild to a private school he can’t...
