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Don’t Fall for these Financial Scams!

Financial scams—via phone or email—are rampant, and are costing unwitting recipients a lot of money. Unfortunately, the days of the Nigerian prince email scam are not quite over (it persists in other guises) and hackers and con artists are phishing in new...

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Triple Tax Advantage in HSAs

Growing Interest in HSAs Their Triple Tax Advantage Makes Them Attractive Investments for Retirement As we wrote in a prior post, health savings accounts (HSAs) have been growing in popularity as a way to cover qualified medical expenses (for individuals...

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Let Freedom Ring! YOUR JULY NEWSLETTER

In the truest sense, freedom cannot be bestowed; it must be achieved. These words, spoken by Franklin D. Roosevelt, could not be truer today. This also rings true when it comes to financial freedom. With a self-directed retirement plan, you control the...

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June 2018 – Summer Loading…

SUMMER Loading… Just as the seasons continue to change, so do the generations of hardworking taxpayers like yourself. Whether you’re a Baby Boomer, Gen Xer or Millennial, at some point down the road… you will likely want to stop working. Besides, that ‘all day at the...

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