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Why You Should Care About Health Savings Accounts (HSAs)

Health Savings Accounts (HSAs) have become a popular extension of health insurance plans over the last 10 years, and will likely continue to grow in popularity. You’ve probably heard of them…maybe you even have one. But did you know that most account holders vastly underutilize their benefits? If you (or anyone in your family) has medical […]

Planning to retire? Here’s how to think about taking withdrawals from your investment portfolio.

So, you’ve just decided to hang up your cleats and quit the working life. Congratulations. That’s a huge life changing moment for you and your family. You’ve amassed this pile of wealth and now you need to figure out how to spend it down. The skill set required to spend down your portfolio is a […]

When to Consider a Roth Conversion

Roth Conversion. Ughh – that term makes most eyes glaze over! But hold on – there are some critical aspects that can truly save you money. You may have seen countless articles in The Wall Street Journal, The New York Times, The Journal of Portfolio Management, The Indy Star, and many other finance (and non-finance) related publications discussing the […]

Year-Round Tax Planning Tips

Tax season is upon us, and for many people, that means taxes are top of mind. This makes sense for many reasons: you’ve been getting tax documents in the mail, coordinating with your accountant or inputting data into your tax software, and so on. That’s all important, but the reality is tax planning occurs throughout […]

Capital Gains and Tax Efficiency

Since this is the time of year for filing tax returns and paying Uncle Sam is on everyone’s mind, it is a good time to talk about capital gains on investments. Most people know that in taxable accounts when you sell a security for more than you paid for it, you pay tax on the […]