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Category: Financial Planning

The 6 Most Common Myths of Health Savings Accounts (HSAs)
The 6 Most Common Myths of Health Savings Accounts (HSAs)
Sheena Hanson, 22 Sep 2022
Health Savings Accounts (HSAs) offer myriad benefits, from their triple-tax advantage to assisting those with high-deductible health plans (HDHPs) to cover out-of-pocket expenses. But the thing that may surprise you most is that an HSA […]
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6 Tips to Stay Calm During a Market Downturn
6 Tips to Stay Calm During a Market Downturn
Sheena Hanson, 26 Aug 2022
Scroll through any newsfeed, and you’ll encounter attention-grabbing headlines about a sluggish economy, rising interest rates, and threats of an impending recession. And while this news is unsettling, it’s essential to remain calm, cool, and […]
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How Rising Interest Rates Could Affect Your Finances
How Rising Interest Rates Could Affect Your Finances
Sheena Hanson, 19 Jul 2022
Raising interest rates as a measure to combat inflation has been a hot topic lately. Not only did the Fed increase rates by 0.5% at its May FOMC meeting, but increased them again by a […]
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Is Peak Inflation Behind Us? Or At Least Near?
Is Peak Inflation Behind Us? Or At Least Near?
Sheena Hanson, 29 Jun 2022
The highest inflation in 40 years has rattled consumers, most of whom have never experienced runaway high prices. Unless you’re well into your 60s, this type of environment is new. However, there is hope that […]
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Time Value and Potential Income: Understanding Opportunity Cost
Time Value and Potential Income: Understanding Opportunity Cost
Sheena Hanson, 17 Jun 2022
With all the recent coverage and attention inflation has been getting lately, it’s no secret inflation is a growing concern for many. The cost of everything is up, and the supply chain is still facing […]
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Graduation Season is Upon Us
Graduation Season is Upon Us
Sheena Hanson, 8 Jun 2022
It’s graduation season. What an exciting time for high school and college students to be moving onto the next big phase! Exciting, but nerve wracking too. This is a time of incredible growth, development, gaining […]
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Loss of Spouse Checklist: 10 Things to Do After Your Spouse Dies
Loss of Spouse Checklist: 10 Things to Do After Your Spouse Dies
Sheena Hanson, 16 May 2022
Losing a spouse may be one of life’s most difficult and painful events. As many widows will tell you, there is no way to be truly prepared for it. The decisions you have to make […]
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Lucrative Investing Strategies in a Down Market
Lucrative Investing Strategies in a Down Market
Sheena Hanson, 2 May 2022
Stock market downturns are never welcomed, but they are inevitable. Even the most sophisticated investors can’t predict when they will occur or how long they will last. But, if there is any comfort to be […]
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Does a Living Trust Make Sense for You?
Does a Living Trust Make Sense for You?
Sheena Hanson, 12 Apr 2022
Regardless of its size, the goal of an estate plan is to facilitate the transfer of property and assets to your family with the least amount of cost and friction. As you work through the […]
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Understanding Market Volatility & Why It Isn’t Always Bad
Understanding Market Volatility & Why It Isn’t Always Bad
Sheena Hanson, 24 Feb 2022
Since the beginning of the pandemic, the stock market sure has given investors some reasons to feel concerned. It’s been a rollercoaster of ups and downs from the crash in March 2020 to the huge […]
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