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Financial Planning

Financial Planning Health

A Look at HSA Accounts

Health Savings Accounts may provide you with remarkable tax advantages. Why do higher-income households inquire about Health Savings Accounts? They have heard about what an HSA can potentially offer them: a pool of tax-exempt dollars for health care, a…

Financial Planning

Why Having a Financial Professional Matters

A good professional provides important guidance and insight through the years. What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship is hard to…

Financial Planning

Bad Money Habits to Break in 2018

Behaviors worth changing for the New Year. Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns year after year. If you sometimes succumb to these financial tendencies, the New Year is…

Financial Planning

Translating Stock Market Jargon

The meaning behind some of that Wall Street lingo. Have you ever been confused by the jargon used on Wall Street? Perhaps it is time to translate some of those esoteric stock market terms into plain English. Blue Chips:…

Financial Planning

Saving more money, now and later

You could save today & tomorrow, often without that penny-pinching feeling. Directly & indirectly, you might be able to save more per month than you think. Hidden paths to greater savings can be found at home and at work,…

Financial Planning

Financial Health

Written by: Clinton Brown CFP®, ChFC, CLU, CASL®, CAP® Most people use financial planners very much like they use doctors – it takes some sort of a serious event to prompt a visit to the office. Patients typically visit…