Although yields on cash pay more than ever, don't assume your cash savings automatically receive a higher rate. Within, we help you weigh your cash bank account options, including the ideal use of checking, savings, and money market accounts for "retirees" and those "not yet retired."
A health savings account (HSA) provides a tax-smart way to confront the growing burden of healthcare costs while providing other unique tax advantages. Here's what you need to know towards making a lifetime of health & medical expenses tax-deductible (including most Medicare expenses).
Uncover your Financial Elements with a quick, powerful, and private financial health assessment available to clients and friends at www.openwindowFS.com/financialelements.
The "4% rule" is a handy rule of thumb for estimating a safe and sustainable level of spending in retirement. Does it hold up? Let's learn more about the rule, including how to personalize it for your life.
As you approach retirement, one of the most complex, important, and valuable financial decisions you can make is when to claim Social Security. Here are some key points and considerations to think about as you consider your Social Security benefits.
Whatever your reason for giving this year, it’s important to be intentional. With a little strategic planning, your existing charitable contributions can go further, while creating tax benefits for both you and your chosen charity. A donor-advised fund can supercharge your existing giving. Here's how.
In our daily lives, we all make decisions regarding what we can afford. The "affordability" of debt is no different. While the government has taken on more debt, households tell a different story.
If 2020 has taught us anything, it's that you should always be prepared for the unexpected. Now that 2020 is behind us, here are 6 financial tips for 2021.
Poor financial health leads to more stress, greater unhappiness, and can adversely affect your medical practice. Those who count on us need us now, more than ever. I’m glad we can be there for them during this storm, and for those unpredictable times ahead.
Saving money can feel like such an impossible task to do, especially when the temptation to spend has gotten so high.