By Paul Bullock Health savings accounts (HSAs) have steadily risen in popularity, emerging as a robust solution to help with rising healthcare costs and their other financial planning

By Paul Bullock After the past few years being marked by unprecedented change and unpredictability, the idea of retirement may seem more appealing than ever. Throughout this difficult

By Paul Bullock If I were asked to distill all the complexities of personal finance into just one essential lesson, it would be like trying to fit an

By Paul Bullock In today’s economic landscape filled with troubling news, such as rising interest rates and a volatile stock market, it’s understandable to feel like our world

By Paul Bullock It’s not uncommon for people who inherit large sums of money to feel unsure about how to handle their newfound wealth. Receiving thousands or millions

By Paul Bullock and Gregory Renn, CFP® Investing has never been more accessible to the average person than it is today. With the advent of online trading platforms

By Paul Bullock and Gregory Renn, CFP® Are you a physician wondering why, despite earning a high income, you’re not building wealth? You’re not alone. Many doctors struggle

By Paul Bullock Most people would define a happy retirement as having the freedom to do what they want, when they want. This might include traveling to new

By Paul Bullock When most people think about the most important things in their lives, they usually list their family, friends, and health. While money might not top

By Paul Bullock Our Wellington Investment Advisors team wishes you a Happy Holidays! After yet another year of ups and downs, we’re ready to enjoy this holiday season