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Annuities: Are They The Right Solution For You?

Annuities: Are They The Right Solution For You?

There are few products in financial services that inflame the passions of financial professionals more than annuities. Passions between the pro-annuity and anti-annuity camps can run so high that you’d think a fistfight is ready to break out. Much like our political...
What’s Your IDEAL Savings Goal?

What’s Your IDEAL Savings Goal?

Are you satisfied with the state of your family’s finances? Many of us aren’t. “Money issues” are often cited as one of the biggest causes of stress in our lives and marriages. Last week I started a 4-part series I’m calling “What’s Your IDEAL Scenario?” My motivation...
The High Cost of Healthcare In Retirement

The High Cost of Healthcare In Retirement

Last week I talked about using Health Savings Accounts (HSAs) as another form of retirement savings account. The reason is that HSAs enjoy a “triple-tax” advantage that other accounts don’t enjoy. The question is: How can you figure out your...
Using a Health Savings Account For Retirement

Using a Health Savings Account For Retirement

Have you ever had to take care of an elderly parent or grandparent? If so, you know it’s not an easy thing to do. Having an elderly relative live with you can put a strain on your family. Particularly if you’re raising kids at the same time. But a nursing home can be...