If your employer offers health insurance benefits, one of your options may be a high-deductible health plan (HDHP) with eligibility for a health savings account (HSA). These plans offer potential savings by encouraging you to make cost-effective choices in your medical spending.
Embrace healthier savings! The 2024 HSA limit increases mean you can supercharge your medical fund even more.
Jim Crone, CLU®, CFS®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP® join Chief Investment Officer, Troy Harmon, CFA, CVA, to provide some guidance to a C-suite executive who is considering a job that is offering a nonqualified deferred compensation plan. Jim explains how they work and the risks while Giuliana discusses their role in one’s retirement planning.
Managing Associate D.J. Barker, CWS®, Associate Peter Lynch, and Chief Investment Officer Troy Harmon, CFA, CVA, discuss Medicare coverage for a stay-at-home spouse who may not have enough work credits to qualify for premium-free Medicare Part A.
It’s now possible to buy an effective hearing aid without a medical exam or a prescription–music to more than 37 million U.S. adults are living with some hearing loss!
Have you thought about how your business would be impacted by the death or disability of you (the owner) or another key employee? It’s important that you create a plan to protect your business from such a loss.
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC®, team up to address a couple’s question on how to budget for health care costs in retirement, as reports show retirees can need anywhere between $212,000 and $383,000 for health care costs.
Planning for the consequences of aging in general, and long-term care in particular, will depend on your preferences and circumstances. We look at some of your living options when you need care.
The cost of medical care is soaring higher every year, and it’s becoming increasingly difficult (and in some cases, impossible) to pay medical costs out of pocket. Whether you already have health insurance or want to get it, here’s some basic information to help you understand it.
Renters insurance is important coverage once you move out on your own because, if your apartment burns down, your landlord’s insurance only covers the structure, not your stuff!
