Don’t let these year-end opportunities pass, be proactive with your to-do list.

HSA & HDHP - Alphabet Soup of Work Benefits

Work benefits are complicated, including High Deductible Health Plans (HDHP). Health Savings Accounts (HSA) can be utilized to your advantage for savings and tax planning.

Your $ Your Independence, Work Benefits, Tax Planning, Small Business, Retirement Planning, BudgetingGlenn BrownNovember 16, 2018HSA, Health Savings Accounts, tax planning, FSA, HDHP, Health Plans, Contribution Limits, Health, Health Care, Medicare

Bond Yields: Sought By Many, Understood By Few

There’s more to investing in bond funds, ETFs and portfolios than just asking for the yield.

Investing, Retirement Planning, Tax Planning, Economics 101Glenn BrownNovember 1, 2018Bonds, Investing, Investment Management, Yields, Bond Portfolios, SMA, ETF, Total Return, Yield-To-Maturity, Yield Curve

Determining Your Interests on Interest Rates

Yes interest rates are rising. Instead of forecasters, focus on how to evaluate the impact to you, your family, business and portfolios in order to seek opportunities and mitigate risks.

Retirement Planning, College Planning, Economics 101Glenn BrownAugust 16, 2018Financial Planning, Investment Management, Savings, Interest Rates, Fed, Economy, Debt Management

Grandparents: Stretching Is Good For Health, What About Your IRA?

If you choose a very young beneficiary, such as a grandchild, funds in your IRA could compound substantially over their lifetime and provide flexibility to help pay for expenses, like college, along the way.