Protection

A Forgotten First Step in Wealth Creation: Emergency Funds

Be prepared for life's unexpected by taking the steps today to create an emergency fund.
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How to quickly assess your financial wellness

As you’ve probably noticed, financial wellness is all the rage. According to one survey, about 90 percent of large and mid-sized companies are now offering financial wellness programs as an employee benefit. But what exactly is “financial wellness,” and are you financially well?
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5 things you may not know about life insurance

Here are five important aspects to life insurance that you need to know.
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Your IRA can help fund your HSA

Health savings accounts (HSAs) are perhaps the best retirement planning tool available. Most people aren’t aware that if you’re looking for cash to fully fund the year’s HSA contribution, a transfer from an IRA might do the job.
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Rules for having a Health Savings Account (HSA)

Health Savings Accounts (HSAs) were established in 2003, as part of the Medicare Prescription Drug, Improvement, and Modernization Act, and have since become an increasingly popular option for consumers and employers seeking to manage their healthcare costs.
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Health Savings Account Limits for 2020

A quick rundown on a few HSA limitations and requirements that are adjusted for inflation each year and will go into effect for 2020.
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6 Things to Consider When Planning for Special Needs

Help ensure your loved ones enjoy the quality of life they deserve by understanding their needs.
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Be my beneficiary

Nothing says 'I love you' more than a gift that offers peace of mind. Give a different kind of gift this Valentine's Day and designate (or update) the one you love as your beneficiary.
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2019 HSA changes: make the most of health savings accounts

Health savings accounts offer taxpayers one of the most favorable ways to save money. With contributions that are tax-deductible and distributions that are tax-free as long as they're used for qualifying medical expenses, HSAs offer a double benefit that you won't find with IRAs, 401(k)s, or most other types of tax-favored accounts.
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Are you underestimating your need for disability insurance?

If you underestimate your risk of disability, you're not alone ... only 10% of individuals accurately estimate their chance of disability. Here's a deep dive into disability insurance policies for three distinct groups of people: those covered by an employer group plan, self-employed people or those not covered through an employer, and stay-at-home parents.
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Protect and preserve your income with an emergency fund

When you start thinking about retirement, emergency expenses present a unique challenge.
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