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The Importance of Health Savings Accounts in Financial Planning

The Importance of Health Savings Accounts in Financial Planning

by Hannah Moore | May 4, 2022 | Financial Planning

There are many elements to consider when developing a financial plan; along with figuring out a budget that accounts for your income and expenses, it’s good to think about investments. Most people automatically think about a 401(k) or the stock market when they’re...
Want Better Financial Outcomes? Change Your Perception of Money

Want Better Financial Outcomes? Change Your Perception of Money

by Hannah Moore | Apr 20, 2022 | Career, Financial Planning

“How much money is enough?” It’s something we hear all the time from our clients. And while this is certainly an understandable question, we don’t think it’s the right one. Asking how much is enough assumes that there are defined, objective values for what is a “lot”...
In This Housing Market, Should You Rent or Buy?

In This Housing Market, Should You Rent or Buy?

by Hannah Moore | Apr 6, 2022 | Financial Planning, Retirement

We’ve seen a lot of news recently about the housing market in Texas and throughout the country. Low interest rates, inflation, and a surge in telecommuting have fueled a buying frenzy and driven housing costs sky-high. It’s a great time to be a seller, but many buyers...
What to Expect When Planning for Health Insurance in Retirement

What to Expect When Planning for Health Insurance in Retirement

by Hannah Moore | Mar 15, 2022 | Financial Planning, Retirement

For many people, one of the biggest concerns about retirement is the high cost of medical expenses. As you grow older, you will probably need more frequent visits to the doctor, and you may rely on expensive medications to maintain your health. It can be scary to look...
Gen Y and Gen Z: Embracing New Financial Priorities

Gen Y and Gen Z: Embracing New Financial Priorities

by Hannah Moore | Mar 7, 2022 | Career, Financial Planning

Most millennials and members of Generation Z grew up hearing about traditional financial priorities: graduating college, getting a good job, buying a house, having children, and saving for retirement. But this cookie-cutter plan isn’t necessarily right for everyone,...
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