Advisory

healthSavings 1  55de0b03bdfc5

August 26, 2015 

Health Savings Accounts (HSAs): A Win-Win-Win

HSAs were implemented in 2004 in the United States to provide a medical savings account for individuals who were enrolled in a high-deductible health plan, or HDHP. An HSA allows an individual to contribute amounts each calendar year to pay for ...

Financial Planning1 1  54b42338b60d4

August 26, 2015 

The 4 Phases of a Sound Financial Plan

Everything looks like a nail if your only tool is a hammer – that’s what financial planning expert Brad Berger finds himself telling clients all the time.

Financial Success 1  5527e52037f81

August 18, 2015 

3 Tips to Achieve Financial Success

Ultimately, each person must be his or her own best financial advocate. It may take a team of professionals in various fields to provide retirees with the good life, but individuals need to be their own most valuable player for their well-being.

 How Hidden Investment Fees Can  Upend Your Retirement Goals

July 30, 2015 

How Hidden Investment Fees Can Upend Your Retirement Goals

Even small fees can have a major impact over time, which is why people need to be aware of what they are being charged, and whether other options exist that make for a better and smarter investment, says Casey B. Weade, a retirement-planning ...