Posts by Samantha Masey
Taking Advantage of Health Savings Accounts (HSAs)
Written by Harmony Wagner The number of employers offering health savings accounts (HSAs) as an employee benefit has grown dramatically in recent years. Unfortunately, many people may not be aware of how these accounts work or how to evaluate whether they are a good option. A health savings account is a tax-advantaged account that can…
Read MoreHow to Make the Most of Your 401(k)
You work hard for your money and therefore should make the most out of your retirement savings. With half of the year already behind us, I thought it would be an appropriate time to review steps to make sure that your 401(k) is working as hard as you are for your retirement as there is…
Read MoreWhat is the Market?
“How’s the market these days?” That, or some variation of it, is a question I hear quite a bit once people learn my vocation. It is a pertinent question given the shift away from pension plans and into defined contribution (i.e. 401(k), 403(b)) plans in the retirement landscape. Paradoxically, it is at the same time…
Read MoreIntroduction to Responsible Investing Webinar Recording
In our most recent webinar, Ryan Bouchey and David Rath discuss responsible investing, the investment opportunities that exist within this sector, and what investors should consider before incorporating an ESG-focused strategy into their portfolio. Visit the link below to hear the full conversation. You can follow along with the PDF version of our presentation by…
Read MoreThe Importance of Budgeting
Written by Paolo Lapietra It’s always an interesting conversation when discussing budgeting with clients, colleagues, friends and family. The common theme is everyone is turned off by the thought of budgeting and the reasonings range from ‘I make enough to not have to worry,’ ‘I don’t make enough to even pay my essentials,’ or my…
Read MoreFunding a Roth IRA – Let’s Count the Ways
Written by Martin Shields We are strong proponents of Roth IRAs because any growth and income in the account is tax free and unlike traditional IRAs, there are no Required Minimum Distributions (RMDs) for the account owner. Although these accounts have many benefits, it can be difficult to contribute to a Roth IRA because of…
Read MoreShort-Term Fix for a Long-Term Problem
Written by Ryan Bouchey I’m not going to bore you with the details of today’s jobs report, but it was fairly weak considering the recent strength we’ve experienced. The U.S. created 75,000 jobs for the month of May vs. expectations of 175,000, unemployment stayed at 3.6% and wage growth slowed to 3.1%. My first thought with this number is…
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