What You Need to Save to Retire Well
One of the main goals we are asked to calculate for our financial coaching clients is: “How much do I need to save to be able to retire?” This calculation has many moving parts but I thought today we could give you a chart with some general rules of thumb…
Get Triple Tax Benefits
A health savings account (HSA) may be the best tax benefitable tool you can use. Maximizing an HSA for health care expenses: Health Savings Accounts are triple-tax free, so if eligible to contribute, make the most of it…
Market Week: February 27, 2023
With over 90% of the S&P 500’s market cap reported, we are tracking 4Q22 operating earnings per share (EPS) of $49.37, representing y/y and q/q declines of 13.0% and 1.9%, respectively. Furthermore, S&P 500 operating margins are sitting at 10.8%, down from 13.4% in 4Q21…