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How to Leave a Philanthropic Legacy

you’re charitably inclined but have concerns about maintaining income to meet your current needs. Good news: there's a trust for that. A charitable remainder trust. Let's take a look...

September 2019 Market Recap

The saga between the U.S. and China over trade disputes continued to drive market returns throughout the third quarter. Gold prices hit a six-year high in early September...

Investment Overview: 3rd Quarter 2019

The longest expansion in U.S. history continues. Second quarter GDP growth came it at 2.0%, marking an economy that continues its upward trajectory, albeit at a slower-than-optimal pace.

Education above the rest

66% of consumers rate planning for out-of-pocket costs the most challenging and stressful aspect of healthcare.* Let Health Benefit Solutions lower this stress by educating employees.

Year-end HSA reminders

With health care costs consistently on the rise, and the uncertainty of the health care environment, it’s more important than ever to adequately save for health care costs and retirement.

Know Your Retirement Plan Investment Options

Here's a comprehensive look at the type of investments available to you within your retirement plan. We'll help you choose the right mix for you.

Retirement Plan Sponsor Update, Q3 2019

Two hurdles are preventing adoption of MEPs. The IRS issued proposed regulations that would eliminate the “one bad apple” rule. The second hurdle involves the “Open MEP vs. Closed MEP” issue...

Why You May Want Restrictions on Charitable Gifts

If philanthropy is an important part of your estate planning legacy, consider taking steps to ensure that your donations are used to fulfill the purposes you intend.

August 2019 Market Recap

The U.S. economy continues to display strength, even as other developed nations show signs of struggle. However, as the 9/1 deadline for additional tariffs on China edged closer...

So, Your Teenager Needs a Car…Part 2

Your teen is ready to take on the open road, and hopefully our previous post on pre-shopping considerations was helpful. Here are a few pointers to keep in mind when car shopping for your teen.