Registered Investment Advisors

Investment Advisor Focus: HSAs in Retirement and Paying for Long-Term Care

There’s a common misconception among many Americans that Medicare has them covered for all health-related costs in retirement. But long-term care is a pricey—and often overlooked—retirement expense not covered by Medicare. This article covers long-term care and how an HSA can help offset the cost.

Building a Retirement Savings Strategy with HSAs and IRAs

If you’re a registered investment advisor coaching clients who have retirement on the brain, you can encourage employees to leverage their HSA in a greater capacity to save for those inevitable medical costs later down the line. This post will do a deep dive into IRAs and HSAs, so your clients can build up their health to wealth strategy and be prepared for retirement.