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September 1, 2008

A Health Savings Account (HSA) is a great way to reduce your taxes now and save for medical expenses later in life.  While the HSA is similar to the Flexible Spending Account, the HSA has the advantage that you do not have to “use it lose it” all in one year.  This mak...

June 1, 2008

The most frequent question I receive from clients is how much do they need to save for retirement.  The answer is more complex than expected.  More and more people have big plans for retirement, such as traveling the world, philanthropic activities, going back to colle...

March 3, 2008

Americans are saving less than ever before and most people are not saving enough for future needs, whether it is to retire comfortably or fund their children’s college.  Many people who are not saving enough have settled into a lifestyle supported by their income level...

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