Balancing 401(k) and HSA Contributions

By Mark Fissel
Posted on September 23rd, 2019

If you have the opportunity to contribute to both a 401(k) and a health savings account (HSA), you may wonder how best to take advantage […]

Learn More

Five Times in Your Life When You Might Need Help with Your Finances

By Mark Fissel
Posted on September 23rd, 2019

As you move through different stages of life, you will face new and unique financial situations. Did you just get engaged? Perhaps you are wondering […]

Learn More

How can I teach my high school student the importance of financial literacy?

By Mark Fissel
Posted on August 29th, 2019

Even though your child is just in high school, he or she may still have to deal with certain financial challenges. Whether this involves saving […]

Learn More

Market Strategies: Three Ways to Play Defense in Your Stock Portfolio

By Mark Fissel
Posted on July 30th, 2019

Defensive investment strategies share a common goal — to help a portfolio better weather an economic downturn and/or bouts of market volatility. But there are […]

Learn More

Have You Checked Your Tax Withholding Lately?

By Mark Fissel
Posted on July 1st, 2019

If you were unpleasantly surprised by the amount of tax you owed or the amount of your tax refund when you filed your 2018 tax […]

Learn More

Is It Time to Declare Your Financial Independence?

By Mark Fissel
Posted on June 27th, 2019

No matter how much money you have or which life stage you’re in, becoming financially independent starts with a dream. Your dream might be to […]

Learn More

The House Passes the SECURE Act

By Anne Zavaglia
Posted on May 30th, 2019

Many Americans do not have enough saved for retirement, with only 51% of workers having access to a work place retirement plan[i]. In an effort […]

Learn More

Financial Advice for Recent College Graduates

By Mark Fissel
Posted on May 30th, 2019

You’ve put in the hard work as a college student and finally received your diploma. Now you’re ready to head out on your own. And […]

Learn More

Managing Your Money in a Gig Economy

By Mark Fissel
Posted on May 30th, 2019

According to the Bureau of Labor Statistics, 16.5 million people rely on contingent or alternative work arrangements for their income.1 Often referred to as the […]

Learn More

Exchange-Traded Funds: ETF Strategies Can Be Trendy or Tried-and-True

By Mark Fissel
Posted on May 30th, 2019

As of January 2019, there were 2,007 exchange-traded funds (ETFs) listed in the United States, with about $3.6 trillion in total assets. Assets held in […]

Learn More