by Justin Knapp | Apr 15, 2019 | Current Affairs, Financial Articles
IWM 2Q2019 Market & Economic Review (click here)…
by Justin Knapp | Mar 28, 2019 | Financial Articles
At this time of year, many people are looking for ways to reduce their tax bills. One option may be to make a contribution to a health savings account. You can still make contributions for the 2018 tax year to an H.S.A. until the federal tax filing deadline in April,...
by Justin Knapp | Sep 7, 2018 | Financial Articles
The media provides no shortage of articles giving recommendations of how much households should save to afford retirement, from rules of thumb like “save 10% to 15% of your annual income” to more detailed research studies providing “precise” savings guidelines based...
by Justin Knapp | Sep 7, 2018 | Financial Articles
If there’s a single unsolved problem in the retirement plans for many middle- and upper-middle-income adults, it’s what to do about long-term care costs later in life. Very high-income, high-net-worth people can plan to self-fund long-term care costs,...
by Justin Knapp | Sep 7, 2018 | Financial Articles
It might seem odd to open a retirement account for a high school student. But teenagers can get a big head start on long-term savings, financial advisers say, by stashing some of their earnings in a Roth individual retirement account. Now is a good time to talk with...
by Justin Knapp | Sep 7, 2018 | Financial Articles
Running out of money in retirement is a huge concern. And given that a large number of workers in their 50s and 60s are behind on savings, it’s a clear source of stress for those who don’t feel adequately prepared. The good news is that there are several...
