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Retirement Trends – 3 Quick Facts

Below are three retirement facts we thought you would find interesting: According to a recent survey, workers’ most frequently cited retirement fears are outliving their savings and investments (42%), declining health that requires long-term care (39%), a reduction in or elimination of Social Security in the future (38%), and possible long-term care costs (34%).1 In…

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Retirement Trends – 3 Quick Facts

Below are three retirement facts we thought you would find interesting: In the last five years, the number of health savings accounts (HSAs) has grown more than 60% and the number of assets has grown by 250%. In 2020, the average balance for HSA accounts with invested assets was $22,496.1 Defined contribution plan participants’ loan…

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Starting a Young Child’s College Fund

It is never too early to start saving for college. Everyone wants their child to succeed and have the best education possible. However, college is expensive, and the costs continue to rise. In fact, college costs have exceeded the inflation rate for the past decade. Assuming an annual increase in tuition and fees of 6%,…

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Health Savings Account: A Tax-Advantaged Tool for Your Medical Expenses

Looking for a powerful financial tool when paying for current or future healthcare expenses? Consider a Health Savings Account (HSA), which is available to those in a high-deductible health plan (HDHP). Three benefits of an HSA account: Tax Advantages: Contributions may reduce gross income and have current tax advantages; investment growth is tax free and…

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