Qualified Charitable Distribution: Philanthropic Impact Meets Tax Savings
January 2, 2024  | By David Lowe

Good news: Through hard work, savings and diligent investing, you retired with $1 million or more in pre-tax IRA funds! Bad news: The government wants its piece of the pie and starts taxing your IRAs in your 70s. Now back…Read More

Open Enrollment Decisions
October 20, 2023  | By David Lowe

Early fall is open enrollment season for employer-provided benefits, as well as for Medicare. Open enrollment is a crucial time to review – and possibly update – your selections for health insurance, life insurance, disability insurance and more. Which open…Read More

Legal Documents for Young Adults
July 29, 2023  | By Manisha Gupta

  Did your son or daughter just turn 18? Chances are that they are about to start college and are looking forward to this exciting phase of life. You might not feel your child is fully grown and that they…Read More

HSAs: The Triple Tax Advantaged Investment Account
July 26, 2022  | By Manisha Gupta

Although the Health Savings Account (HSA) was created as part of the Medicare Modernization Act in 2003, we field questions almost daily from clients who don’t understand what an HSA account is or how to efficiently use it. During open…Read More

Your Health Care & Open Enrollment
October 11, 2021  | By Manisha Gupta

Early fall is open enrollment season for many health insurance plans. The health care plan you choose will have a meaningful financial impact for the next year. Choose wisely! Which open enrollment applies to you? W-2 employees: Typically runs from late…Read More

A View of Health Care from Around the World
July 18, 2014  | By Kevin Smith

The United States health-care system has been impacted by the Affordable Care Act (ACA). But how does delivery of health care in the United States compare to that of other nations? And where does the United States rank with respect…Read More