Day

March 29, 2021
By Jeff Deiss CFP, AEP, Wealth Advisor We’ve written about Health Savings Accounts in the past, which you can reference here and here.  An HSA is a great way to create a nest egg for healthcare expenses in retirement. The basics are that HSA account holders can contribute up to $3,600 individually or $7,200 as a family for...
Read More
Anything for our children Having two young children I have fallen into a trap that I used to think was impossible for a Certified Financial Planner® to get caught up in. I don’t necessarily spend to much on them, but I am more willing to spend on them without weighing the costs vs the value...
Read More

Email Marketing by Benchmark

Recent Posts

When Everything Costs Too Much
November 10, 2025
Are We In A Bubble?
November 3, 2025
Stop Letting Uncle Sam Eat Your Returns: Why High Earners Need a Real Tax Strategy, Not Just Index Funds
October 14, 2025