Last year's taxes are officially filed. You're more than halfway through the current year. How are you doing with your finances? If you are like most people, you really aren't sure. Now is a great time to do a mid-year financial review. You're far enough into the year to see how your financial activities are [...]
What are the differences between an HRA, FSA, and an HSA? Are all of these "use it or lose it" accounts? It's almost weekly that I speak with someone who is confused about how these are funded, who owns the money, and how the timing of distributions differ between these accounts. Watch this short video [...]
Selecting the perfect financial advisor for your needs can be tricky. There are usually multiple financial advisors in each city and we highly recommend speaking with several before making a decision. Consider both objective factors, some noted below, and subjective factors. Why subjective? Because you need to feel comfortable working with the advisor you choose, [...]
What is financial advice worth? Is working with a financial advisor worth the cost? Let's discuss the value of financial advice with updated research data through last year. Previous Research on the Value of Financial Advice Vanguard performed a study several years ago which showed that someone working with a financial advisor benefited by [...]