Five Things You Should Know About Fixed Index Annuities
Fixed Index Annuities are financial quicksand - easy to get into, hard (and expensive) to get out of. Here's what you need to know before buying.
The Ultimate Guide to Health Savings Accounts (HSAs): Your Secret Weapon for Investing
Health Savings Accounts (HSAs) are often overlooked but can be one of the most powerful tools for individuals seeking both long-term investment growth and future healthcare savings. If utilized correctly, HSAs offer unparalleled tax advantages and investment opportunities, making them an essential component of a comprehensive financial strategy.
Four Dave Ramsey Rules You Should Ignore
Dave Ramsey's "one size fits all" financial advice has risks. Here's what you should know.
Medicare Advantage vs. Original Medicare: Understanding Your Options
Should You Choose Medicare or Medicare Advantage? When it comes to choosing between Original Medicare and Medicare Advantage many people are unsure which option is best. This is an important decision and changing from one to the other isn't simple.
Maximizing Retirement Savings: Three Reasons to Consider Roth IRA Conversions
Financial planners understand the value of Roth IRAs. We often see do it yourself investors either overlook or incorrectly execute Roth IRA conversions.
Do You Have a Cash Balance Pension? Read Mike Palmer's Column in Kiplinger
To maximize your retirement income, you need to know how your cash balance plan works, which type of payout is right for you and how it’s taxed.