Financial Planning

12 Actionable Tips Before Year-End

November 22, 2022 | Financial Planning

With the year-end quickly approaching, many of us are ready to close the books on what has been a volatile and unpredictable year and welcome a new year. While we wait for the ball to drop, these final few weeks of the year are a great time to take stock of your finances and consider some …

HSAs: the Ultimate Retirement Account?

November 10, 2022 | Retirement

Key Takeaways  Health Savings Accounts (HSAs) are well known for their “triple threat” tax advantage, but do you know about all the other benefits one can provide?  For those with good health, many experts believe an HSA is the first account you should maximize in saving for retirement.  …

Thomas Stedman, CFP®

Wealth Management Consultant

Giving the Gift of a Roth IRA

November 09, 2022 | Financial Planning

Key Takeaways  Give your child or grandchild head starts on their retirement savings by opening a custodial Roth IRA (Individual Retirement Account).  Know the basics of making IRA contributions and what qualifies as earned incomes. Understand some of the benefits and potential drawbacks …


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