Category: Wealth Planning

Health savings accounts are triple tax-advantaged. These accounts have become increasingly popular, as they allow employees access to a tax-deferred means of saving money to pay for medical costs now and in retirement.

Putting away part of every paycheck for your future is a powerful way to set yourself up for financial success. If you have a 401(k), 403(b), or 457 plan, you can contribute $22,500 in 2023. If you’ll be at least age 50 by December 31 of 2023, you can make an additional contribution of $7,500, […]

While the terms “bear market” and “recession” can apply simultaneously in times of a declining stock market and a slowing economy, each has a unique meaning and use. As explained in our article “Why Do We Refer to Markets as Bulls and Bears?”, the definition of a bear market is a decrease of at least […]

If you have children, it’s not too early for them to learn how to build and maintain good credit. And you can help.

Interest in cryptocurrencies like Bitcoin, Ethereum, and Dogecoin has only continued to grow in recent years. All this attention has many investors wondering what, if any, place cryptocurrencies have in a diversified portfolio, or are they merely speculative investments?

We delve into how to protect yourself against fraud, and what to do if it happens to you or your loved ones.

Fraud directed toward the lonely and vulnerable can happen regardless of age, education, or circumstances. Fraudsters take on different shapes to take advantage of others.

Buying a home is one of the most expensive purchases you’ll ever make. It’s also one of the most emotional, which makes it ripe for fraud.

Over the past few years, cashless peer-to-peer payment applications (apps) have become very popular. It is estimated that 69.2 million Americans used a peer-to-peer payment app in 2019, and this number is expected to rise to 73.8 million users this year

PG&E has put Californians on notice to prepare for pre-emptive power outages in an attempt to prevent wildfires. This post addresses what you can do to mitigate losses due to an outage, as well as safety information on generators and general emergency preparedness