The Many Blunders of Equifax

The Many Blunders of Equifax

by | Sep 22, 2017 | Financial Planning, Market Related

My guess is that all of you have heard about the recent cyberattack against Equifax that potentially exposed the personal information of 143 million people, nearly half the U.S. population. Many of you have probably used the site Equifax created to check and see if...
Schwab Tools at Your Fingertips

Schwab Tools at Your Fingertips

by | Aug 17, 2017 | Financial Planning

Last week, I went to the biannual Schwab Advisor Solutions conference and it motivated me to write about some of Schwab’s tools that our clients may be missing out on. I pulled up our most recent technology adoption scorecard which gives us some very informative...
The Triple Tax Benefits of HSAs

The Triple Tax Benefits of HSAs

by | Jun 17, 2017 | Financial Planning, Tax Planning

Health Savings Accounts have been growing in popularity with the increased number of high deductible health plans used. High deductible health plans (HDHP) are currently defined as ones with a deductible above $1,300 for an individual and $2,600 for a family. Under a...
Cracking the College Cost Code

Cracking the College Cost Code

by | Jan 27, 2017 | Financial Planning

Recently, the Department of Education released a memo saying that it vastly overstated the student loan repayment rates for most colleges.  The new figures suggest that at more than 1000 colleges and trade schools (about a fourth of all schools), at least half of the...