A new year means some increased amounts for saving into retirement and healthcare accounts! Here’s a quick rundown of some updates for retirement savings:
- 4
What happens when things go sideways in your financial journey? From market fluctuations, healthcare costs, and unexpected expenses, Ben and Adam talk about how
Read More
Planning for retirement? Discover the power of 'likelihood of success' in mapping out your financial future. Learn from Benjamin Haas & Adam Werner as they
Read More
This year’s announcement of 2024 Social Security benefits and the cost-of-living adjustment (COLA) may have been underwhelming for recipients compared to the
Financial planning is ongoing because life changes, which causes you to adapt and evolve, and readjust when necessary. Planning for life after work won’t look
Read More
One of the primary concerns for pre-retirees are the anticipated expenses associated with rising healthcare costs. Setting aside money to pay for these bills is
Read More
No one wants to pay more than their fair share in taxes yet few have a good understanding of how their savings will be taxed over time. So a good way to gain a
Read More
I’ve heard the word “HSA” at work and through conversations with family and friends, but what is it exactly?
A Health Savings Account (HSA) is an investment
On our 100th episode, we discuss planning situations and strategies that go into preparing to live to age 100. Longevity is the biggest risk in retirement and
Read More
If you’re at all like some our pre-retired clients, you’re probably just now finally starting to take some deep breaths. You’ve clawed your way out for under
Read More
What is the 4% withdrawal rule? It's the general idea that when you get to retirement, whatever the pool of money is that you have, you can theoretically safely
Read More
In this podcast episode, we provide a checklist to help prepare for your final career year. This is partially a financial conversation, but what we've come to
Read More
