Financial Education Resource Library

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Browse our articles, guides, and other resources - developed by our experienced team and designed to help you reach your unique financial goals.

  • Should You Consider Funding an HSA (Health Savings Account)?

    Kristie L. Weber | Posted:

    A Health Savings Account (HSA) is a tax-exempt trust or custodial account that you set up with a qualified HSA trustee to pay or reimburse certain medical expenses that you incur.

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  • Helpful Resources For Downsizing

    Susan K. Severson | Posted:

    A topic that has been coming up more frequently in meetings with clients, as well as in discussions with friends and co-workers, is downsizing. While searching for ideas to help myself and others tackle all of the "stuff" we have accumulated over the years, I found two short books on Amazon that contain what I feel are some practical and helpful tips for starting the process of downsizing.

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  • Why You May Be Able To Retire Earlier Than You Think

    Ty A. Bernicke CFP® | Posted:

    Much of the research done on how much money can safely be withdrawn from retirement nest eggs focuses on an initial amount that is withdrawn in the first year of retirement, and then assumes that this initial amount is increased by an inflationary factor every year thereafter. So what does this look like? Is this realistic? What does this practically mean for you as an investor?

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  • Going Without Medicare Part D May Not Make Sense

    Lindsey M. Hendrickson | Posted:

    Even if you aren’t currently taking any medications, if you're turning 65 soon and will be eligible for Medicare, you may want to seriously consider enrolling in Part D coverage at the same time you enroll for Medicare.

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