Updates on FSAs and HSAs
A recent survey found that 40% of respondents with access to a health savings account (HSA) do not fully understand how they work. Basically, HSAs are paired with high-deductible health…
What You Need to Know About Withdrawing Money From Your IRA and 401K Today!
How will you withdraw money from your IRA and 401K in retirement? Don’t miss a special edition of Retirement Solutions Radio show, “What You Need to Know About Withdrawing Money…
Busting 5 Common Myths About Planning for Retirement Today!
Do the traditional rules for retirement planning … stand up to the challenges you’ll face today? Don’t miss a special edition of Retirement Solutions Radio show, “Busting 5 Common Myths…
A Shot for Economic Improvement
According to the Organisation for Economic Co-operation and Development (OECD), the ongoing distribution of vaccines combined with the latest government stimulus is expected to jumpstart economic activity in the U.S.…
New Status on Pension Plans
Financial professionals and economists have been talking about the “graying of America” and the retirement crisis for at least a couple of decades. Now, it seems, things have reached a…
Wealth and Income
Spectrem Group’s recent Market Insights Report found that millionaire investors in the U.S. achieved a new record last year. The number of households with a net worth ranging between $1…
What the Stimulus Could Mean for Investors
Millions of Americans have embraced the new relief money resulting from the $1.9 trillion America Rescue Plan. They’ve been able to pay for utilities and put food on the table…
Changing Infrastructure
Would adding more lanes to the nation’s freeways solve our traffic problems? Consider that the Katy Freeway in Houston has 26 lanes at its widest point, and it still bottlenecks…
Tax Topic: Qualified Business Income Deduction
One of the provisions included in the Tax Cuts and Jobs Act of 2017 was the Qualified Business Income (QBI) deduction. It is designed as a tax break for small…
Ready to Take
The Next Step?
For more information about any of our products and services, schedule a meeting today.