Senior Associate Jarrett McKenzie, CFP®, CWS®, discusses the tax benefits health savings accounts provide when saving money for health care costs.
Research Analyst Nick Antonucci, CVA, Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, discuss navigating company-sponsored group health care coverage, and offer tips on how to make the most of your health care dollars.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that money is worth more today than an identical amount in the future because of its potential earning capacity. This is how you balance saving for retirement while you still have debt to pay off. Read the Article This article is for demonstrative and academic purposes and…
Stressed out about your student loans? Take a look at the several income-driven repayment plans offered by the federal government. We explain in this Question of the Week.
Confidence in retirement savings is up in 2018, but health care costs and Social Security still remain a concern. Learn more in this week’s Financial Tip.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss a common situation for young investors: Finding the balance between saving for retirement and paying down debt like student loans.
Even when most of a married couple’s retirement assets reside in different accounts, it’s still possible to craft a unified retirement strategy. We explain in this week’s Financial Tip.
If you listen to business news, you’ve surely come across GDP—gross domestic product. Learn why it is such an important economic measure in this week’s Financial Tip.