By Kevin Theissen Healthcare can be one of the priciest yet most essential parts of life’s journey. And yet, many struggle to utilize the financial tools that may help. Take health saving accounts (HSAs), for example. In 2019, 55% of […]
Category: Money Matters
Column, Money Matters
Teenage “wage-land”
By Kevin Theissen Summer jobs are a perennial aspect of the American workforce. It’s a time when teenagers are filling out applications and, in many cases, earning wages of their own for the first time. But some of what we’ve […]
Column, Money Matters
Cuts to social security benefits?
By Kevin Theissen The economic impact of Covid-19 has been felt from coast to coast. And, unfortunately for many pre-retirees, it could potentially impact Social Security benefits as well. Some reports suggest that if Congress doesn’t take action to address […]
Column, Money Matters
Finding work-life balance
By Kevin Theissen More than just an end to the summer season, Labor Day is a celebration of workers’ contributions to the well-being of our country and the economy. Labor Day was first celebrated on Sept. 5, 1882, in New […]
Column, Money Matters
Where are digital currencies going?
By Kevin Theissen It’s becoming more difficult to ignore news about digital currencies. Two of the more recent topics being discussed are: Should the Federal Reserve issue a central bank digital currency (CBDC)? Should digital currencies be better regulated? Federal […]
Column, Money Matters
How to navigate social security
By Kevin Theissen Social Security is a critical component of many Americans’ retirement financial strategy. Before you begin taking it, consider ways to maximize this retirement income source for yourself. When to start? You have the choice of 1) starting […]
Column, Money Matters
Risk perspective
By Kevin Theissen Risk is a factor in every investment decision that you make, and your tolerance for risk is an important consideration, when making decisions alongside your trusted financial professional. Risk tolerance is balanced against your time horizon: the […]
Column, Money Matters
How we decide
By Kevin Theissen Information vs. instinct: When it comes to investing, many people believe they have a “gift” for choosing good investments. But what exactly is that “gift” based on? The truth is, the choices we make with our assets can […]
Column, Money Matters
Did you get your new Child Tax credit?
By Kevin Theissen Nearly 40 million American households have children ages 18 or younger, and last week, they received their first Advance Child Tax credit payment. These families account for more than 30% of the U.S. population. The amount each […]
Column, Money Matters
Save early & put time on your side
By Kevin Theissen As a young investor, you have a powerful ally on your side: time. When you start investing in your 20s or 30s for retirement, you can put it to work for you. Many people underestimate the power […]