Don’t Forget to Review Your Insurance

When was the last time you reviewed your insurance coverage? An annual insurance review makes good financial sense. Here are points to consider as you review your various insurance policies. Health care. If you have an individual policy, investigate whether your employer, union or professional association offers a less expensive… Read More

Is Your HSA a Retirement Tool?

The Good, the Bad and the Ugly Health Savings Accounts (HSAs) are a great way to pay for medical expenses, and since unused funds roll over from year to year, the account can also provide a source of retirement savings in addition to other plans like 401(k)s or IRAs. But… Read More

Be a Smarter Renter

Renting an apartment or condo, leasing a piece of equipment, renting business property, or leasing a car all involve the common practice of borrowing something that is owned by others. This experience can easily become a nightmare with a bad landlord or if you don’t understand your obligations. Here are… Read More

The Most- and Least-Taxed States for Retirement

When it comes to choosing where to live during retirement, weather isn’t the only consideration. State and local tax laws have a big impact on your nest egg. The charts here show the highest and lowest state tax rates and costs of living, from data provided by nonprofit think tanks… Read More