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Monthly Themes

November 2021 Theme : Long Term Care (LTC)

A Window into the Daily Struggles of Long-Term CareGiving

A Window into the Daily Struggles of Long-Term CareGiving

Our own David Slupe wrote a blog on what it's really like to be a caregiver in today's world.   Click on the link below to learn more about the struggles that many of us face.

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Long Term Care Protection Strategies

Long Term Care Protection Strategies

Long Term Care can be an expensive drain on family resources.  It makes sound financial sense to develop a strategy to protect yourself and loved ones should the need arise.

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What are My Long Term Care Needs?

What are My Long Term Care Needs?

There are basically two approaches when considering your long-term care needs: self-insure or purchase long-term care insurance. Use this calculator to determine your potential long-term care needs and how long your current assets might last.

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October 2021 Theme : Flexible Spending Accounts (FSA) vs. Health Saving Accounts (HSA)

Health Savings Account 101 PART 2

Health Savings Account 101 PART 2

To continue learning more about a Health Savings Account, please click on the link below to find out how you can use an HSA as a retirement tool!

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Health Savings Account 101

Health Savings Account 101

Learn the basics of what a Health Savings Account (HSA) really is!  Click on the box below for more details...

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How the American Rescue Plan makes FSAs a Little More Flexible...

How the American Rescue Plan makes FSAs a Little More Flexible...

For those with a Dependent Care Flexible Spending Account (FSA), there may be some good news on the horizon. The American Rescue Plan Act, signed into law by President Joe Biden, boosts the amount that companies can allow workers to deposit in their dependent-care FSAs for 2021.  Click below for more details...

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Underutilized Benefits of a Health Savings Account

Underutilized Benefits of a Health Savings Account

Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, many struggle to utilize the financial tools that may help.  Click below to find out more about an HSA.

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September 2021 Theme : Wealth Transfer

What is my Net Worth?

What is my Net Worth?

You can get a view of your financial position by generating a personal net worth statement. Use this calculator to list your assets, minus your liabilities.

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4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Click on the link below to view a video of elements of an Estate Strategy.

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Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Click on the link below for a downloadable that contains 5 reasons why you need an Estate Strategy.

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Managing an Inheritance

Managing an Inheritance

Click below to learn more about things to consider if you have inherited any type of wealth once a loved one passes on.

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