Review of the 4th Quarter of 2018

Review of the 4th Quarter of 2018

Without a doubt, the 4th quarter of 2018 was a tough one. Join Kevin as he dives into the numbers and charts to evaluate what happened. He shows that even though volatility stinks, it is a normal part of the market and it is the reason we get higher returns. Kevin...
New Retirement Plan & IRA Limits in 2019

New Retirement Plan & IRA Limits in 2019

Certain retirement plans and IRA limits are adjusted each year based on inflation and cost-of-living.  It’s important for you to know that, specifically, IRA contribution limits are increasing in 2019.  This coming year Traditional and Roth IRAs maximum...
Health Savings Accounts Explained

Health Savings Accounts Explained

If you use a High Deductible Health Plan (HDHP)* we strongly recommend you take advantage of your Health Savings Account (HSA). A HSA is a way to save income tax-free that can be used toward your future medical expenses. Your income is deposited pre-tax into your HSA....