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What is a Health Savings Account?

Health savings accounts (HSAs) are often an overlooked aspect of retirement planning. A couple age 65+ usually spends $295,000 out of pocket on healthcare expenses. A way that you can offset those costs is through a health savings account. Watch to learn if this might be a good option for you to consider if you haven't already.

Matthews Barnett, CFP®, ChFC®, CLU®

Financial Planning Specialist

On today's podcast, the team talks about the differences between active vs passive investing. There are two very passionate sides to this long-time debate in our industry. Which approach is best?

https://conta.cc/3GS1Lc1#activeinvesting #passiveinvesting #typesofinvesting

Our firm is growing rapidly, and we are excited to add new team members! For detailed job descriptions and to apply, visit the careers page on our website. https://conta.cc/3zZO0VO

#hiring #jobopening #internship #hiringnow

We think you should fire you small cap mutual fund manager! Watch this video to learn why.

https://conta.cc/3GvzmrM #mutualfund #smallcap #invest #investing #investments

Money matters are emotional because our livelihoods, families, and dreams can be greatly impacted by our financial decisions. Read today's blog to see if your investment behavior may be costing you.

https://conta.cc/3fnG0o2 #invest #investingbehavior #investment

The US Federal Reserve, concerned about a deep recession has manipulated interest rates to help create certain conditions, but with rising inflation, low rates will disappear. Does this mean stock values will too?

https://conta.cc/3zOQHcK #interest #interestrates #investing

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