Managing Healthcare Costs surgeon in operating room.

August 1, 2023

As one of the largest expenses in retirement, most people nearing retirement worry about how they will pay for the cost of healthcare in retirement. Our guide explains the various ways you can offset costs. By Kris Maksimovich, AIF®, Read More...
Health Savings Accounts FAQs Depicts Doctor and Patient at Desk.

March 29, 2023

Health Savings Accounts (HSAs) are a great way to save for future medical expenses and reduce your taxable income. They offer several tax advantages, Read More...
How to Stay Safe in a Winter Weather Emergency

November 22, 2022

As you tackle that annual prep, it’s also a good time to ensure that you’re ready for a winter weather emergency. Presented by Ben Murphy, CPA, Read More...
Caring for an Aging Parent depicts elderly man and woman looking sideways from camera.

June 21, 2021

Presented by Ben Murphy, CPA, PFS™, CPFA® : Caring for an aging parent can be a difficult planning aspect to balance. If you are among the Read More...
Curbing the Cost of Healthcare Shows a Doctor and Nurses in an Operating Room.

December 28, 2020

Presented By Tom Kennedy, CFP®: Health care expenses are a major concern for people of all ages, from recent college graduates to those nearing Read More...
Retirement Health Care Needs daily report list and medical supplies on table.

August 29, 2017

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Maybe you and your family have already attempted to have “the conversation” on your Read More...