If you have a High-deductible health plan (HDHP) or considering enrolling in one, you might also consider a Health Savings Account (HSA). The two can work hand in hand to help you save money on health care.
Are you ready to create a plan for living the life you’ve always dreamed about? Contact us today to schedule your complimentary discovery meeting.
Your Guide to Financial Independence
Rick Epple, CFP(r), CeFT (r)
2nd Opinion Service
In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.
In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More
Do you know who your beneficiary designations are? Beneficiary designations are needed when you open a Retirement Account, Life Insurance Policy or buy an Annuity contract. In the event of your death these potentially valuable assets will pass directly to your designated beneficiaries, taking precedent over instructions in a Will and by-passing the probate process entirely.Read More
With more than half of the world’s Web traffic now coming from mobile phones, a seamless mobile experience is a must-have for businesses that want to connect with clients. And with the growing number of devices available to access the Web, providing a seamless experience across devices is crucial. eMoney understands that clients need a modern, intuitive and unified user experience that provides the same features and level of responsiveness whether you are using your phone, tablet or personal computer.
Here’s how to access the emX Mobile Experience.Read More
No matter what stage of life you are in, you could probably benefit from working with a Financial Professional. Read More
The IRS recently issued its annual list of tax scams. The list highlights various scams that taxpayers may encounter, many of which occur during tax filing season. Here are some of the scams that are highlighted on the list.Read More
At its meeting on March 20, 2019, the Federal Open Market Committee (FOMC) maintained the benchmark federal funds rate at the target range of 2.25% to 2.50% that was set in December 2018. This in itself was not surprising. But other communications signaled a definite hiatus in the Fed’s policy of raising interest rates and tightening the money supply.1Read More
The federal income tax filing deadline for most individuals is Monday, April 15, 2019.Read More
2nd Opinion Service
In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.
In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More
| New AdvisorClient® Features and More
TDA continues to enhance the AdvisorClient.com experience and they are happy to announce the following new features: Deposits & Transfers In phase one (coming March 8, 2019), all users will be able to: |
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| New Site Reminder at Login (coming March 8, 2019)
To encourage clients to experience the new AdvisorClient.com, TDA is planning to implement a message at login that will give you an opportunity to check out the new site. You will have the option to dismiss the reminder as well as choose to not see it again on subsequent log in attempts. View Video Here: http://tdai.tdameritrade.com/ac-video |
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