If you find this article beneficial, please feel free to share it with your family, friends, or colleagues. If you are interested in learning more about our services at the Financial Consulate, we encourage you to schedule an Introductory Meeting…
In this video, Drew Tignanelli & Alec Sunners discuss other aspects important to your retirement besides financials.
If you find this article beneficial, please feel free to share it with your family, friends, or colleagues. If you are interested in learning more about our services at the Financial Consulate, we encourage you to schedule an Introductory Meeting…
This is probably not the first time you have heard us rave about how great a Health Savings Account is and most likely won’t be the last. But the truth is that most people who have a Health Savings Account…
In this video, Drew Tignanelli & Graham Ewing discuss what to do before the end of the year to reduce taxes in retirement.
What could sweets, alcohol, and deferring taxes have in common? Plenty. All three are fun to enjoy in moderation, but when overdone, they all come with consequences. Today, Americans saving for retirement have the option of either Traditional IRA/401k/403b accounts…
The reason we are independent and fee-only is so that you can always Call Us First. If you are getting close to retirement and need to make choices with your company, Call Us First. If you want to update your estate…
In this video, Graham Ewing, CFP®, MBA & Roger Bair, MSF, CFP®, CIMA® go over the different parts of Medicare.