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The Complete Guide to Health Savings Accounts (HSA)

James · May 3, 2022 · Leave a Comment

Questions answered: Should you consider HSAs or IRAs? How do HSAs actually work? What are the requirements to make use of an HSA? We’re on YouTube! Check us out here for more content to help you create a secure …

[Read more...] about The Complete Guide to Health Savings Accounts (HSA)

How Likely is it That You’ll Run Out of Money in Retirement?

James · April 19, 2022 · Leave a Comment

Questions answered: Is it likely that you will outlive your money in retirement? What should you consider when planning your retirement expenses? How can you ensure you don't run out of money? We’re on YouTube! Check us out here for more …

[Read more...] about How Likely is it That You’ll Run Out of Money in Retirement?

Investing for Longevity When There’s a Spousal Age Gap

James · April 12, 2022 · Leave a Comment

Questions answered: What would change if one spouse predeceased the other? How would your income and portfolio be affected? What are the considerations when planning around one spouse predeceasing the other? We’re on YouTube! Check us …

[Read more...] about Investing for Longevity When There’s a Spousal Age Gap

What’s the Best Way to Rebalance Your Portfolio?

James · March 15, 2022 · Leave a Comment

Questions answered: Why should you rebalance your portfolio? When is the best time to rebalance? What are your rebalancing options? We’re on YouTube!  Check us out here for more content to help you create a secure …

[Read more...] about What’s the Best Way to Rebalance Your Portfolio?

How to Prioritize Roth Conversions Vs Tax Gain Harvesting

James · March 8, 2022 · Leave a Comment

Questions answered: When do you know which strategy to implement? How does your taxable income impact your strategy? We’re on YouTube!  Check us out here for more content to help you create a secure retirement: YouTube …

[Read more...] about How to Prioritize Roth Conversions Vs Tax Gain Harvesting

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