The average annual healthcare expense per insured individual ranges from $3,800 for 19- to 34-year-olds to $13,000 for retirees. Should you consider utilizing a HSA or HRA to help offset these costs?
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.
Do you have a long-lost retirement account left with a former employer? Learn how to identify lost retirement accounts and reclaim your money.
Let your clients and contacts know about what a big job retirement strategy represents, and what a help you will be in setting it into motion. Factoring in longevity is a big part of that.
Since the S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This article will help your clients understand how to think about, discuss, and begin to create actionable goals, with you as an integral part of their team.