One of the Best Retirement Savings Vehicles You May Not Know About

Paul FennerRetirement Planning

One of the best retirement savings vehicles that many people may not realize is a Healthcare Savings Account (HSA).  An HSA is a tax-advantaged account created for individuals covered under high-deductible health plans (HDHPs) to save for medical expenses that HDHPs do not cover. Rather than using these accounts for current medical costs, you should consider utilizing the multiple tax … Read More

4 Retirement Account Options After a Job Change

Paul FennerRetirement Planning

According to The Balance Careers, the average person today changes jobs 10 to 15 times during his or her career. One critical factor that people should decide on in conjunction with a job change is what to do with their employer-sponsored retirement plan. Most often these are 401(k) or 403(b) accounts. There are four potential options to consider on how to handle the care and treatment … Read More

4 Steps to Set Up the Retirement that You Envision

Paul FennerRetirement Planning

Can you envision what your retirement years may look like?  Do you see yourself traveling the world, living in your ideal location, spending time with your loved ones, or setting out on a new second career?  Before you can start putting together a retirement plan, you need to know what you want your retirement to be. Determine Your Vision To … Read More