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Cancer and Financial Plans

Submitted by Phillip Shrotman on Friday, June 12, 2015 - 3:00pm

I often write about the investment business – or wealth management, financial coaching, financial planning, estate planning, whatever you want to call it. After more than 40 years as an advisor, all titles simply point toward telling folks what to do with money. Then my wife’s close friend called with the news that her husband had stage 3 cancer.

Picking Medicare Options

Submitted by Wes Moss on Tuesday, June 2, 2015 - 12:00pm

When signing up for Medicare at 65, you have to decide what type of coverage to buy. (No, Medicare is not free.) You need to determine your health-care needs and figure the costs into your retirement planning. Here’s a breakdown.

New Changes to Your HSA

Submitted by Jim Blankenship on Wednesday, April 8, 2015 - 12:00pm

Your health savings account (HSA) can be your one of your best friends when medical expenses hit, allowing you to tap a fund of pre-tax money to meet ever-spiraling health-care costs. Here are the latest numbers concerning these accounts and some potential new uses for the money.

Gen Y’s Health Saving Plan

Submitted by Sophia Bera on Tuesday, December 30, 2014 - 12:00pm

Millennials who don’t need much health care often choose cheaper insurance with a high deductible. If you’re in that age group, a great complement to your plan is a health savings account (HSA), which helps you fund your health care costs until you meet the deductible.