Enhance Today | Enrich Tomorrow
Do you remember the last time you drove to a destination and were delayed by a roadblock? The delay can create added frustration not knowing exactly how long it will take to get through it. Similar frustrating circumstances pop…
Early retirement presents unique financial planning challenges, particularly regarding health insurance and tax strategies. For people who retire before age 65, finding affordable and adequate health insurance adds another layer of complexity to their financial plans. The ACA and Health…
As 2024 comes to a close, it’s easy to get swept up in the holiday rush. Before your calendar fills with gatherings and gift exchanges, here’s a financial checklist to help you wrap things up and start the new year…
In recent weeks, several Wall Street market strategists have warned of lower expected returns for U.S. stocks over the next decade. Current valuations have been a common basis for these pessimistic views. The difficulty of predicting the absolute level of…
An inherited IRA is essentially an IRA received by a beneficiary after the original owner passes away. Whether it’s a spouse, child, or another loved one, the key characteristic of an inherited IRA is that it transitions ownership upon death….
What is the difference between an HSA and an FSA? Both the health savings account (HSA) and the healthcare flexible spending arrangement (FSA) are account types that help lower your taxes and help you save for healthcare expenses. You may…
Investing can feel like a battle between two polar opposites within us, the rational and the emotional, just like the classic story of Dr. Jekyll and Mr. Hyde. This week we’re talking you through the spooky tale of the risks,…
Here’s a video of our third quarter 2024 Market Update, where we discuss the following topics: The latest long-term market summary Strong returns for US stocks, international stocks, and real estate S&P 500 performance has been mixed Why a stock…
So far, the 2024 election has provided the suspense and drama we have come to expect in presidential election years. For investors, the same questions continue to plague us as we await the winner in November. Are there signals in…
When thinking about preparing tax returns each year, many taxpayers have a binary view about the outcome that looks something like this: Owe Tax: BAD Receive Refund: GOOD While this may be the case if you are living paycheck-to-paycheck and…
