Feb 28, 2025
A health savings account can be an incredibly powerful tool for tax-advantaged savings but not every health plan includes that option. Is it worth switching your plan for one that allows you to contribute to an HSA?
In the latest episode of Money Wisdom, Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP®
Feb 21, 2025
Most people want to know how they stack up to other people as they approach retirement, which is why people often ask about the average age most people decide to retire. We work with people across different states and regions, so we see a range of ages. In the latest episode of the Money Wisdom podcast, Jake Doser,...
Feb 14, 2025
One of the primary concerns for individuals nearing retirement is the desire to be debt-free. While this is a noble goal, it raises several questions about financial strategy, liquidity, and credit scores. While being debt-free may feel like a significant milestone, it is crucial to consider the broader financial...
Feb 7, 2025
In today's fast-paced world, job security can often feel like a fragile concept, especially for those in their 50s. In this episode of the Money Wisdom podcast with Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP®, address a listener's concern about preparing for potential layoffs and talk about steps to take...