Maximizing your Social Security benefits

Maximizing your Social Security benefits

Written by:  Michael B. McKay & Sarah Clayton Deciding when to start taking Social Security can be an emotional decision for clients. After spending decades paying into the program, many people feel they need to see their money as soon as possible; yet, prevailing...
August 2019 Update: Tariffs and Market Movements

August 2019 Update: Tariffs and Market Movements

Anybody who reads the headlines knows by now that the markets plunged on Monday August 5th. The S&P 500 fell 2.98% and is down 5.83% over the past five days. In the bigger picture, this is a pretty modest drop for a market that was up 17% so far this year. Some...
Why We LOVE LOVE HSAs

Why We LOVE LOVE HSAs

By:  Michael Lipsey, CFP®, AIF®  Imagine that you can deposit money into an account that: Gives you a tax deduction May reduce your FICA (Social Security) taxes Grows tax free and may generate tax free distributions Might be set up with money from your employer Can...