by admwiu | Dec 5, 2023 | Cash flow & debt, Investment management, Newsletter, Retirement
If you’ve recently received an inheritance, you may be facing many important decisions. Receiving an inheritance might promote spending without planning, but don’t make any hasty decisions. Here are some suggestions that could help you manage your inheritance....
by admwiu | Dec 5, 2023 | Newsletter, Tax planning
If your employer offers health insurance benefits, one of your options may be a high-deductible health plan (HDHP) with eligibility for a health savings account (HSA). These plans offer potential savings by encouraging you to make cost-effective choices in your...
by admwiu | Dec 5, 2023 | Newsletter, Retirement, Risk management
Consumer spending accounts for about two-thirds of U.S. gross domestic product (GDP), so it plays an outsized role in driving economic growth or slowing it down.1 For the last 18 months, U.S. consumers have kept the economy strong despite high inflation and rising...