Blog

Five steps to age-proof your retirement healthcare costs

You might not think that flossing has much to do with your 401(k). But stay with that thought for a minute. Your everyday behaviors - from flossing to doing pushups to taking supplements - have a very big effect on whether Future You will be healthy and vibrant, or...

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Investing When No One Really Knows What to Do

A good hypothetical conversation between a financial professional and client about our current market and what to do or not do. Read Full Article Here... Written By: Ben Carlson, CFA Published By: awealthofcommonsense.com

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Putting Clients Second

The Trump administration recently announced that it intends to review, and presumably overturn, the Obama-era fiduciary duty rule that is scheduled to take effect in April. The administration’s case was articulated by Gary Cohn, the new director of the National...

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An account that can keep your retirement savings healthy

Using your health savings account just to cover current medical expenses could be short-sighted. HSAs are increasingly common as employers introduce high-deductible health plans. President-elect Donald Trump and Republican lawmakers have also proposed changes that...

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A Hierarchy for Retirement Savings

It's a rare newbie investor who has the financial wherewithal--and foresight--to hit the ground running on a retirement savings plan, making the maximum allowable IRA and 401(k) contributions at the same time she's getting her career off the ground. Instead, most...

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