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What is a Health Savings Account HSA
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What is a Health Savings Account (HSA)?

Are health insurance premiums taking too big of a bite out of your budget? Do you wish you had better control over how you spend … Read more

Ten Tax Tips
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Why Dividends Matter

Dividends receive favorable tax treatment as well as the ability to provide income and potentially help mitigate market volatility which is attractive to investors. As … Read more

Tick, Tock… It’s time for your Required Minimum Distribution
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Tick, Tock… It’s time for your Required Minimum Distribution

The December 31st deadline is approaching fast… don’t forget to take your Required Minimum Distribution! What are required minimum distributions (RMDs)? Required minimum distributions, often … Read more

Charitable Giving
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Charitable Giving

Any time you convert a traditional retirement savings account into a Roth, you will owe taxes on any pre-taxed amounts converted. Depending on the amount … Read more

Year End Planning Roth Conversions
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Year End Planning: Roth Conversions

What exactly is a Roth conversion? A Roth conversion occurs when you take savings from a Traditional IRA or employer-sponsored retirement plan — such as … Read more

Top Year-End Investment Tips
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Top Year-End Investment Tips

Just what you need, right? One more time-consuming task to be taken care of between now and the end of the year. But taking a … Read more

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