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Why HSAs Are Great for You, But Not Your Beneficiaries

An HSA can offer you a distinct triple tax advantage during your lifetime. While they are a great tool for retirement planning, though, they may not be ideal for legacy planning. Here are the possible impacts of an HSA on your beneficiaries.

Long-Term Care in Utah: What You Need to Know

Don’t be caught off guard by the cost of long-term care. Discover the true cost of long-term care in Utah.

A FEE-ONLY FINANCIAL PLANNER’S VIEW OF LIFE INSURANCE

As I’ve mentioned in previous posts, over 800,000 individuals in the U.S. refer to themselves as “financial advisors.” However, only approximately 7.5% of those are Certified Financial Planners, or CFPs.

WHEN DID YOU LAST REVIEW YOUR INSURANCE COVERAGE?

When is the last time you compared rates on your home and auto insurance policies? Unfortunately, a stellar safety record doesn’t always translate into lower insurance rates.

MORE ON LIFE INSURANCE

Here are some common points of confusion about life insurance.

FINANCIAL PLANNING BENEFITS — LIFE INSURANCE

It is vital to ensure your financial plan identifies and defines your current financial situation and your financial goals, and provides a comprehensive path between the two.