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Consumer driven healthcare doesn't really exist, but HSA accounts are really tax efficient
HSA's can be great retiree health savings accounts if used properly If you have ever been to a Doctor's office and asked to see the bill,...
mark61504
3 days ago1 min read
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Roth Feature Considerations
Using a roth at different stages in your career can help to diversify your tax preferred savings Roth features have been on the march...
mark61504
Apr 251 min read
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Auto Features are taking over
With SECURE 2.0, plan sponsor use of auto features is on the rise Automatic enrollment and automatic escalation have been prevalent in...
mark61504
Apr 101 min read
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Look before you jump in
Social security filing tradeoffs Many pre-retirees do not properly evaluate how social security fits into their long term goals....
mark61504
Mar 281 min read
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Unwanted retirement
Retiring is not always our decision When we retire is not always 100% in our control. Sometimes our health, the health of a loved one,...
mark61504
Mar 51 min read
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How did the prognosticators do?
Equity Analyst predictions versus actual returns in 2024. Millions of dollars and countless hours are spent trying to predict where...
mark61504
Feb 71 min read
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