Disasters happen! Your roof leaks, a tree falls on your house, your car falls into the ocean (this really happened in Wellfleet, MA…look it up). Everyday life events can have a devastating impact on your… Read More »The Ultimate Savings Account You Already Have
I remember the first time I learned about the Roth IRA. I was looking for ways to increase my retirement savings beyond my employer pension (I am that old) and the 403b/401k plan. I asked… Read More »Backdoor Roth – How High Earners Use a Trick to Get Tax Free Money
My initial introduction to retirement planning was at the age of 23 when I started my first job as a Pharmacist in Boston, MA. I remember receiving a paper memo (yeah I’m that old) in… Read More »Roth IRA: What is it and why do you need one?
What is an HSA? Congratulations if your employer offers an HSA option as part of your health benefit package! But what exactly is a Health Savings Account (HSA)? To most people this account is used (incorrectly) as… Read More »HSA – A Secret Investment Account