Updates

HSA or HRA?

Oct 17th, 2018

Eli Lilly employees – It’s open enrollment time. One area I urge you to pay special attention to is your health insurance election. All year long I talk to people about the value of using a Health Savings Account (HSA) for health insurance. The problem is that you only have three weeks (October 15 – … more »

Our Thoughts on the Market

Oct 12th, 2018

The stock market was down 5% over the last two days measured by the S&P 500 and it’s a good reminder that markets go down. Sometimes we can get lulled into forgetting how normal market declines are. I don’t know where it goes from here. We can’t predict the future. We can only prepare. This … more »

Every Retiree Should Make This Tax Move Right Now, According to a New Warning From the IRS

Sep 27th, 2018

The IRS has a message for retirees: make sure you’re paying enough federal income tax. The Tax Cuts and Jobs Act of last December changed the income tax calculations for most filers, and employees aren’t the only ones who need to double check they’re withholding the right amount. The GOP tax bill lowered the top … more »

How to Cope With a Market Peak

Sep 4th, 2018

U.S. stocks danced around new highs in late August, a relief for investors after months below the record set in January. But by any standard the bull market is long in the tooth, and a big pullback would not be surprising. So, for millions of investors, the question is what is the smart strategy when … more »

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