Retire While You Work

An HSA (Health Savings Account) is a tax-advantaged savings account that can be used to pay for qualified medical expenses. However, it can also be used as a retirement savings vehicle. Here are some tips on how to save for retirement through an HSA: One of the main qualifiers for being allowed to contribute to…

The headlines have been roaring the past few days with news of Silicon Valley Banking going under (the largest banking failure since 2008) and now Credit Suisse being in trouble. We knew the effects of the Fed tightening the economy this fast would slowly come to fruition and take time to be felt in different…

The hardest thing I have done to date in my 44 years, was delivering my mother’s eulogy last month. I spoke out a letter in which my father had written to her, along with funny and happy stories of my sweet mother. I just got back from 10 days away in the mountains healing and…

If you are unable to file your tax return by the deadline (usually April 15th), you can file for a tax extension. This will give you an extra six months to file your return, but it is important to note that this is only an extension of time to file and not an extension of…

2022 came and went in what feels like a flash. With it came and went a year where we saw interest rate hikes quicker than any time in history, both stocks and bonds negative for the full calendar year for the first time in 40 years*, and inflation that proved tougher to digest than previously…

Some of the most common New Year’s resolutions have to do with fitness and finances. This is no surprise, as a new year can be a great time to hit the reset button. But, the most important piece of any change is being willing to stick to it for the long run, not just for…

As we kick off the new year, we always find it important to revisit or guiding set of principals that have worked well through the history of the market and it’s ups and downs – followed but our current observations as it relates to the current state of the economy, markets, and financial plans. As…

On Monday, Heaven welcomed an amazing woman back home. Her name is Martha Adams, and she is my mother. I am at a loss for words (which is unusual) as I sit in this grief and allow it to flow through my body and take whatever shape it needs to. Many of you know she…

During the holiday season with all of the new toys and electronics that are out, financial gifts are not always the first thing that comes to mind for kids. However, these financial gifts can often be the most impactful. Whether it be helping set them up for their education down the road or just creating…

With the close of the mid-terms (well, almost) and the end of the year fast approaching, we wanted to communicate the discussions from our investment committee and our overall strategy and perspective going forward. Throughout this year, we have maintained an overweight to value-oriented stocks, knowing that the FED would be raising rates to get…