The Proactive InstructorArticles
USING THE HSA FOR RETIREMENT,NOT JUST HEALTH CARE Whether your health insurance is purchased from the individual market, including government exchanges, or sponsored by your employer, chances are good that one of your options is an HSA eligible plan. A health savings account, often referred to as an HSA, is a savings vehicle that can…» Read More
WHEN SHOULD YOU RETIRE? The three record-setting market drops in March 2020 illustrated just how dangerous the notion of “sequence of returns risk” is for a retirement portfolio. This risk has to do with when you retire as it relates to recent stock market performance.The three record-setting market drops in March 2020 illustrated just how…» Read More
INSIGHTS INTO THE FOURTH INDUSTRIAL REVOLUTION From handling financial transactions to customer data to placing orders and tracking inventory to marketing and communications with a web footprint – very few businesses exist today without the benefit of technology.» Read More
THE REAL ESTATE MARKET IN 2021:CHALLENGES AND OPPORTUNITIES In 2021, the real estate market features low housing inventory,continued price growth and higher expenses that have slowed therate of new construction. It’s a perfect storm for sellers — as longyou have another place to live.» Read More
HOW INFRASTRUCTURE INVESTMENTS HELP THE ECONOMY The American Jobs Plan (AJP) recently proposed by President Biden is composed of $2.7 trillion in expenditures and $2.1 trillion in raised revenues over a 10-year budget window. The plan is widespread, including investments in broadband, clean water, the electric grid and high-quality housing..» Read More
SELL IN MAY AND GO AWAY? In the investment world, there is a catchy phrase that gets tossed around this time of year: Sell in May and go away. The tactic is based on the inclination for the stock market to take a bit of a breather during the summer months and either underperform or…» Read More
FINANCIAL ADVICE FOR EXPANDING FAMILIES Obviously, managing money as part of a partnership is vastly different than doing so for oneself. Even more challenging is the need to constantly adapt money skills for a growing family. Most people start out on their own, evolve into a partnership, and from there families grow in interesting ways…» Read More
STIMULUS, PART III: THE PLAN TORESCUE AMERICA In early March, President Joe Biden signed into law the third roundof economic stimulus legislation passed by Congress, authorizingthe largest cash infusion yet. With widespread distribution of thecoronavirus vaccination in our crosshairs, this “American Rescue Plan”stimulus package is designed to jumpstart the economy at the tail endof the…» Read More
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