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Give the Gift of College: Starting a 529 Plan
Whether celebrating the arrival of a new nephew or a granddaughter’s first birthday, relatives (and friends) are often looking for meaningful gifts for their loved
HSA vs. FSA: Differences Between Health Savings Accounts and Flexible Spending Accounts
Updated for 2022. What are the differences between a health savings account (HSA) vs flexible spending account (FSA)? While these accounts can provide significant tax
Do Single People Need Life Insurance?
Most people believe that life insurance is necessary only for those that have dependents. However, for those of us that do not have a spouse
What Should You Do With Your Old 403(b)? Here Are Four Options.
Updated for 2022. For doctors and medical professionals, switching hospitals often means starting a new 403(b) retirement plan. Before leaving, consider your options for the
Looking Beyond Salary – How to Evaluate A Job Offer
If you’re lucky enough to be comparing job offers, it’s easy to just focus on the salary. After all, for most people this is the
Why Do You Need To Rebalance Your IRA?
Why do you need to rebalance your IRA? Setting up an asset allocation for your traditional or Roth IRA is important to diversify your investments
The Return of Interest-Only Mortgages
An interest-only home loan is an alternative to a traditional mortgage. Interest-only mortgages provide homeowners and investors with the opportunity to own property with lower
What Happens to Stock Options After a Company is Acquired?
What happens to stock when a company is bought out or acquired? If you have stock options, RSUs, or another type of equity compensation, you’ll
5 Benefits of Setting up a Trust
What are the benefits of setting up a trust? As your wealth builds, you’re likely weighing the decision about whether to set up a trust.