Is a High-Deductible Health Plan Right for You?

By Mark Fissel
Posted on September 29th, 2021

In 2020, 31% of U.S. workers with employer-sponsored health insurance had a high-deductible health plan (HDHP), up from 24% in 2015.1 These plans are also […]

Learn More

Women Face Challenges in a Post-Pandemic World

By Mark Fissel
Posted on September 29th, 2021

The COVID-19 economic crisis tested the mettle of all Americans, particularly working mothers. Research shows that the pandemic’s impacts on women have been far-reaching and […]

Learn More

Following the Inflation Debate

By Mark Fissel
Posted on September 29th, 2021

During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008.1 The annual increase in the Consumer […]

Learn More

Proposed Tax Legislation

By Anne Zavaglia
Posted on September 29th, 2021

The House Ways and Means Committee released their proposed budget reconciliation recommendations in September as part of the Build Back Better Act. The tax legislation […]

Learn More

$3.5 Billion Budget Plan Gets House Approval

By Anne Zavaglia
Posted on August 26th, 2021

The House passed a $3.5 trillion budget resolution this week, and set forth plans to vote on the bipartisan infrastructure bill by the end of […]

Learn More

Grandparent 529 Plans Get a Boost Under New FAFSA Rules

By Mark Fissel
Posted on August 24th, 2021

529 plans are a favored way to save for college due to the tax benefits and other advantages they offer when funds are used to […]

Learn More

Tips for Managing an Inheritance

By Mark Fissel
Posted on July 29th, 2021

As the beneficiary of an inheritance, you will likely be faced with making important decisions during an emotional time. Short of meeting any required tax […]

Learn More

Stock Market Risks in the Spotlight

By Mark Fissel
Posted on July 29th, 2021

During March 2021, the widening availability of COVID-19 vaccinations, signs of improving economic conditions, and a third, $1.9 trillion stimulus package brought about more optimistic […]

Learn More

New Legislation to Increase Retirement Saving

By Anne Zavaglia
Posted on June 7th, 2021

Retirement saving continues to be a pressing issue for most Americans, as many reach retirement age with little to no savings. The SECURE Act, which […]

Learn More

Tax Increases on the Horizon

By Anne Zavaglia
Posted on April 30th, 2021

President Biden has been a proponent of raising taxes on those earning more than $400k per year. This is in addition to reverting the Estate […]

Learn More