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Health Insurance and COBRA: Sometimes You Can Take It with You

If you’re like most Americans, you count on your employer for health insurance coverage. But what would happen to your health insurance if you suddenly stopped working or no longer qualified for benefits? No one can predict the future. It’s possible that your company could lay you off or reduce your hours to part-time, your […]

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You Drive, We’ll Navigate: The Car Buying Process

The car buying process can be a stressful and time-consuming experience; finding a trustworthy dealership, assuring the vehicle’s price is in fact market value, and considering additional, 经常隐藏, 费用. Let your 365asia亚洲官网 team relieve you of these stresses by determining competitive prices across the local dealer market, providing greater transparency for surprise costs, […]

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Preparing Your Child (and Your Finances) for College

For most parents, sending their child to college is at the top of the wish list. A college education can open doors to many opportunities and help your child compete in today’s competitive job market—but that diploma doesn’t come cheap. This is how to prepare your child for college, and yourself, financially. College costs According […]

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Should You Dip into Your HSA Now? Or Save it for Retirement?

Have you ever wondered “Should I use my HSA or save it for down the road?” A recent study from Fidelity estimates that an average 65-year-old couple retiring this year will need to have $295,000 in today’s dollars for future medical costs. So what is an effective way to save for medical expenses in retirement? […]

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403(b) Plans: The Basics

If you are like many Americans, you likely have an employer-sponsored retirement plan.  This is the second article in a three-part series about the basics of 401k, 403b, and Defined Benefit Plans. Retirement plans established under Section 403(b) of the Internal Revenue Code, commonly referred to as 403(b) plans or “tax-sheltered annuities,” have become a […]

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Authentic Advice Blog: Charitable Contributions from IRAs

Did you know that, if you are at least 70½ years old, you can make tax-free charitable donations directly from your IRA? By making what’s called a qualified charitable distribution (QCD), you can benefit your favorite charity while excluding up to $100,000 annually from gross income. These gifts, also known as “charitable IRA rollovers,” would […]

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Saving for Retirement and a Child’s Education at the Same Time

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? 事实是, saving for your retirement and your child’s education at the same time can be a challenge. But take heart — you may be able to reach […]

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Taking Advantage of Employer-Sponsored Retirement Plans

As financial advisors, we are constantly being asked how best to save for retirement?  In most cases, the answer is simple, start with your employer-sponsored plan.  为什么?  Employer-sponsored qualified retirement plans such as 401(k)s are some of the most powerful retirement savings tools available. If your employer offers such a plan and you’re not participating […]

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5 Steps for a Fair Price at a Dealership

Buying a car can be exciting but also a time-consuming process. At 365asia亚洲官网, it is not uncommon for us to facilitate the car buying process for our clients. Our goal, to save our clients time and help them leverage how to get the best deal on a new car. To do that, we follow […]

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Do Your Parents Need Long-Term Care Insurance?

We live in an age of medical miracles. People live longer than ever before, and life expectancies are increasing at a steady rate. This means that many of us will be fortunate enough to still have our parents with us as we ourselves reach retirement age. As our parents age, however, their health may decline, […]

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