Editor's note

I've handpicked articles and stories that resonate with both my clients and myself, with the goal of providing you with valuable, practical insights that you may find both informative and useful.

Saturday, March 2, 2024

Can Your Personality Influence Your Portfolio?

New Research Points to Yes

Academic researchers have been exploring how investors’ personalities might affect their financial decisions and wealth outcomes.  (continue to article)

Friday, February 2, 2024

HDHP/HSA Pairing May Help Control Medical Costs

 HDHP/HSA Pairing May Help Control Medical Costs

  • High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages...  (continue to  article)

Saturday, January 27, 2024

New Medicare Rules Tackle Prescription Drug Prices

 New Medicare Rules Tackle Prescription Drug Prices

  • The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government... (continue to article)

Medical Debt and Your Credit Report

 Medical Debt and Your Credit Report

  • This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit... (continue to article)

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