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Financial Planning » Webinar: Financial Planning FAQs

August 02, 2018 | Financial Planning

Whether you are a young professional, retired, or approaching retirement you likely have questions about what you can do today to be better financially prepared for your future. We revisited our most frequently asked questions our experts receive on financial planning topics …

Shelby George

Senior Vice President, Advisor Services

Library » Converge: Using HSAs and FSAs Can Lead to a Healthier Wallet

May 22, 2018 | Retirement Plans

While there is no shortage of strategies to consider, Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) are two vehicles that can help individuals pay for their medical costs. With annual health care expenses coming in at more than $10,000 per person on average, understanding …

Financial Planning » Prosper

December 12, 2017 | Financial Planning

We recognize that every financial situation is unique and the planning process can be complex, so our team of experts have created Prosper, a magazine full of useful financial planning information that's beneficial for the whole family. In this inaugural issue we cover a wide variety of planning …

Financial Planning » HSAs are Poised for the Spotlight in the Trump Era

April 27, 2017 | Financial Planning

Just a few months after President Donald Trump’s inauguration, the U.S. healthcare landscape is potentially poised for big changes. Despite the early defeat of the American Health Care Act (AHCA), health care reform reportedly remains a top priority for the administration as it faces its 100-day …

Library » Contribution Limits, Tax Rates, and More for 2017

January 26, 2017 | Tax Planning

Every year the IRS announces numerous changes to contribution limits and tax rates that are important to know for investing and tax planning purposes. Similar to 2016, the changes for 2017 are modest, with many figures remaining the same. Changes are typically dictated by cost-of-living …

Shelby George

Senior Vice President, Advisor Services

Library » Converge, Volume 5: Unlocking the Potential of HSAs

February 09, 2015 | Retirement Plans

More and more individuals cite health care costs in retirement as a top concern, and an area where they need help with planning. Advisors who have the tools to help navigate this complicated topic may be in a strong position to assist their clients with preparing for a secure retirement. In …


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