Financially Speaking Blog
Reviewing Your Estate Plan
An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its…
Should You Work Until You’re 70?
More and more, the targeted retirement age for many people is 70, for numerous reasons. A U.S. News and World Report article, Why You Should Plan to Work Until Age…
New Life for Your Old Insurance Policy
Life insurance can serve many valuable purposes. However, later in life – when your children have grown, you’ve retired, or you’ve paid off your mortgage – you may think you…
Tips for Transferring Your Wealth
Tips for Transferring Your Wealth A September 2023 Kiplinger article, Three Ways Parents Can Transfer Wealth to Help Their Kids, has some interesting insights into how you can transfer your…
HDHP/HSA Pairing May Help Control Medical Costs
If your employer offers health insurance benefits, one of your options may be a high-deductible health plan (HDHP) with eligibility for a health savings account (HSA). These plans offer potential…
How to Get Out of Debt
A U.S. News and World Report article, 16 Things to Do When You’re Deep in Debt, offers some potentially useful information, including concrete steps that may help you wipe out…