Excerpt from David Hulstrom, CFP®, CFA®, author: Congress gave us a year-end bill (here) that has financial planning implications. There are a lot of provisions that could affect the financial planning of our clients. Below are the five things that many people need to know. There are lots of exceptions and provisions to many of these rules but I […]
Life Lessons – Grandma, who is your POA?
Last month we started the discussion on how to talk to your family about finances. We kept the conversation a bit vague. This month we encourage you to take things a step further and actually ask one very important question: “If you need help with your finances someday, who is your Power of Attorney (POA)?” […]
Life Lessons – Can we end the stigma of not talking to our family about finances?
Life Lessons – Can we end the stigma of not talking to our family about finances? Up until recently, financial education was not something specifically taught in schools; and families are reluctant to discuss finances at home. So, is it any wonder that most children transition into adulthood with very little financial education? Unfortunately, […]
We Love Health Savings Accounts (HSAs)
Why We Have Grown to Love Health Savings Accounts (HSAs) By now, most of us have at least heard of Health Savings Accounts (HSAs) and many of us have an account. HSAs were created in 2003 so that individuals covered by high-deductible health plans could receive tax-preferred treatment of money saved for medical expenses. Generally, […]
Fishing for Returns
Fishing for Investment Returns Having just returned from our annual Canadian fishing trip and having spent lots of time sitting in the boat doing nothing, my mind had free range to roam. Most men would be thinking about the big one that lies beneath, but my mind is wired a little differently. I couldn’t help but to ponder the correlation […]
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