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Contact: Brian East, CFP®High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
This calculator can help you determine how soon you can pay off your mortgage.
This calculator is designed to help you attach a dollar figure to your life’s work.
This calculator can help you determine whether you should consider converting to a Roth IRA.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.