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Hidden Gem: HSAs in Retirement

When saving for retirement, you’re probably aware of the benefits of using tax-preferred accounts such as 401(k)s and IRAs. But you may not be aware of another type of tax-preferred account that may prove very useful, not only during your working years but also in retirement: the health savings account (HSA). HSA in a nutshell …

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January 2019 Monthly Recap

Hocking Hill’s Winter Hike Winter in the Hocking Hills is spectacular. The region takes on a distinct personality as waterfalls freeze and cave walls are covered in ice beards. The Annual Hocking Hills Winter Hike attracts thousands of enthusiastic hikers on a trek from Old Man’s Cave to Ash Cave with a stop at Cedar …

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2018: Economy Hums While the Market Drops

2018 is a perfect lesson in the market discounting future economic information.  If I were to tell you the economy would run churn as the below stats show, what would you imagine the market to be? 1.) Largest corporate tax cut in my lifetime 2.) 3.9% unemployment 3.) Over 3% wage growth 4.) 25% earnings …

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Will the Shutdown Affect Tax Season?

We are currently experiencing the longest shutdown in since the Congressional Budget Office was created. A number of departments and agencies have been shutdown including the IRS. IRS offices have been closed, and almost ninety percent of its workers were furloughed when the shutdown began last month. The small percentage of employees that have been …

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Women face challenges when planning for retirement.

Women generally earn less over the course of their lifetimes than men which is often due to family care giving responsibilities. Statistically, women live longer than men1 which means women will need to stretch their retirement savings and benefits over a longer period of time. Women and men may start out on relatively equal financial …

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