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How to Live Within Your Means in Retirement


Looking back over advice I've given clients and blogs that I've written for our website, I realize there are a few topics that keep rising to the top. Call me crazy, but I really like educating people on retirement planning...

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Keywords: budget, retirement

FSA or HSA? Choosing between health accounts

August 24, 2016

Are you confused about your choices for paying medical expenses under your employer's benefit plan? Here are differences between two types of commonly offered accounts: a health savings account (HSA) and a health care flexible spending account (FSA).

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Keywords: fsa, hsa

Consider these financial tips in troubling economic times

August 24, 2016

Reacting badly to bad national economic events can turn a challenging situation into a devastating one. When troubling headline news comes your way, consider these tips before making financial moves.

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IRS sets 2017 HSA limits

August 23, 2016

The IRS announced inflation-adjusted limits for deductible contributions to health savings accounts (HSAs) for 2017. For family coverage, the contribution limit will be $6,750, and for individual coverage, the limit will be $3,400.

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Life changes call for a tax tune-up

August 8, 2016

Summer can be a time for life changes. Marriage, a school-break, job change or entrepreneurial venture, a move to a new home - all of these major events call for tax planning.

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Keywords: tax planning

Will your student loans affect your tax return?

August 8, 2016

If you have student loans to repay, you may be wondering how that debt will affect your tax return. While repayment of the principal portion of your debt is not tax deductible, you can take an above-the-line deduction for up to $2,500 of interest...

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3 Simple Tips to Keep Your Budget on Track


As we enter the back-half of the year, fatigue may creep in. It's been a long, hot summer and you may be tired from all of the home improvement projects, the constant shuffling from one activity to the next, or even unforeseen expenses that threw a wrench into your budget.

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Keywords: budget, finances

July 2016 Market Insight

August 1, 2016

Where do most people typically invest? Usually, it's in their own back yard.

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Keywords: market, stock market
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