Why do higher-income households inquire about Health Savings Accounts? They have heard about what an HSA can potentially offer them: a pool of tax-exempt dollars for health care, a path to tax savings, even a possible source of retirement income after age 65.

The S&P 500 ended the first quarter of 2023 with a solid gain, as hopes for an economic “soft landing” and the Fed signaling that their historic rate hike campaign is coming to an end helped offset two rate increases and the biggest bank failures since the financial crisis.

Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.

This blog will explain what Spousal Lifetime Access Trusts (SLATs) are and who they might be good for.