Get in the Habit – Smart Investing Habits to Adopt This Year

Posted by Richard on June 7, 2016

Some of your New Year’s resolutions may be to break a few of your bad habits and to take on some new, positive habits. If you’d like to improve your investing habits, setting up daily, monthly, and yearly routines may help. Daily Investment Habits Simple day-to-day routines may be the key to your investment success. […]

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Health Savings Accounts: Get to Know These Versatile Savings Tools

Posted by Richard on

The number of Americans covered by high-deductible health plans (HDHPs)/health savings accounts (HSAs) rose to about 19.7 million in 2015 — up from 17.4 million in 2014. On average, enrollment in HDHPs/HSAs has risen nearly 22% over the past two years.1 If you are new to HSAs and eager to take advantage of all the […]

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When Protection Matters: Consider a QTIP Trust

Posted by Richard on

Several years ago, Jack’s father died. Jack grieved not only for his father’s passing, but also for his widowed mother who had been married to Jack’s father for 35 years. In due course, Jack’s mother remarried. However, when she eventually passed away, Jack suffered a double loss: Jack not only lost his mother, but also […]

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The Charitable IRA Transfer: Permanent at Last

Posted by Richard on

  In December 2015, President Obama signed into law the “Protecting Americans From Tax Hikes Act of 2015.” This new ruling made permanent many tax breaks that had been dubbed “extenders” as taxpayers would have to wait — typically until the last minute — for lawmakers to reinstate them for another year. Among the most […]

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