Keeping You Informed 

Health is an investment, too. Let’s talk about how HSAs, FSAs and procedure strategies can help.

If you’re experiencing financial hardship or emergency, knowing the rules of the road for penalty-free retirement plan withdrawals is important.

January is Financial Wellness Month, a time to check-in with your financial strategy.

Reaching retirement is only half of the marathon. You're training and pace will change. How do you make this mental shift?

January is time for resolutions. It's time to check-in with your financial strategy and define your financial wellness goals. Here are six things you need to consider.

Your required minimum distribution "RMD" is the minimum amount you must withdraw from your combined retirement account balances each year. You generally have to start taking withdrawals from your IRA, SEP IRA, SIMPLE IRA of other retirement plan accounts when you reach age 72 (70½ if you reached age 70½ before January 1, 2020.)

The Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022.

When planning your retirement income, you should include healthcare costs. Here are some of the top healthcare costs in retirement to consider.

The IRS has announced the 2022 retirement plan contribution limits. The Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible?

A divorce is never easy, but medical professionals tend to face a few additional hurdles during the process.