The Financial Bucket List
Do you have a Bucket List of experiences you want to have during life? Many of us do. I am on a flight to Hawaii as I write this to fulfill one life adventure on my bucket list. What is on your bucket list? Checking items off bucket lists does not magically happen unless we […]
I’ve Retired. Now What?
When asked several months after retiring from a long career in higher education how her retirement was going a client replied, “I made the classic mistake”. I asked, what was the mistake? “I retired from something instead of to something,” she said. She went on to explain that she really did not have a lifestyle […]
Is a Health Savings Account Right for You?
Written by: Pete Winnett, CFP® Are your considering health insurance plans offered by your employer for 2022? Are you wondering if a High Deductible Health Plan (HDHP) combined with a Health Savings Account (HSA) might be a good idea for you and your family? The answer will depend on your individual circumstances, however, HSAs can […]
