Most of my posts are investment market related but I’m also an advisor who helps my clients with their financial planning. This post is more in that arena. With the annual “get screwed by health insurance season” right around the corner, I thought it would be useful to talk about HSA’s and whether or not…
Retirement Planning, Part 3: Retirement Income from Bond Interest & Dividends
I spoke with a client earlier this week who called to make sure he’s doing everything needed to retire on time. He was recently surprised to hear that a family member who retired a few years ago needed to go back to work. My client wanted to make sure he’s on track and saving enough…
Retirement Planning – Part 1: Saving & Investing
This is the first post of a new series I’ll be writing on retirement planning, covering everything from saving for retirement to some of the best retirement strategies I’m using today with clients. There’s a saying in financial planning that the answer to every question is always “it depends” because everyone’s situation is different. And…