Oct 20, 2023 | Health Care, Retirement, Uncategorized, Weekly Financial Thought
Blog “Common Financial Scams Targeting Older Adults” As our world becomes ever more digital, it is easier and easier for scammers to present legitimate appearing situations that end up being financial scams targeted at the elderly. I’ve personally had friends and...
Oct 13, 2023 | Health Care, Medical Expenses, Uncategorized, Weekly Financial Thought
Blog Can you Save Too Much in a Health Savings Account? Health Savings Accounts are not spoken about nearly as much as they should be. For individuals and families currently enrolled in a High Deductible Health Plan, the HSA is an incredibly tax...
Sep 30, 2022 | Financial Planning, Health Care, Investing, Medical Expenses, Portfolio Diversification, Weekly Financial Thought
Blog “The Importance of a Health Savings Account” If the last few years are any indication, we can see that healthcare needs and associated expenses are truly an unknown quantity. Healthcare costs can be a major stumbling block for both the young and...
Apr 22, 2022 | Financial Planning, Health Care, Medical Expenses, Weekly Financial Thought
“This will never happen to me!” Don’t let that be the case when it comes to thinking about disability insurance.
Feb 24, 2022 | Estate Planning, Health Care, Housing, Medical Expenses, Retirement, Social Security, Uncategorized
“What difficulties or learnings do you have from caring for aging parents?”
Jun 25, 2021 | Health Care, Weekly Financial Thought
Blog “Medical Debt, a Uniquely American Problem” Having spent many years living overseas, I was surprised and saddened upon my return to the USA to see just how complex and expensive the American healthcare system had become. I do realize and appreciate that...
