HSA: Benefits and Tax Advantages of a Health Savings Account

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

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Mastering Retirement Budgeting: 3 Key Strategies to Safeguard Your Savings

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

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Simplify Your Finances: The Two Most Important Money Lessons

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

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Striking the Right Balance: Assessing Risk Levels in Your Investment Portfolio

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

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2023 Midyear Market Update

By Paul Bullock As we reach the halfway mark of 2023, it presents a moment to pause and assess the  economic factors that shape our economy and influence

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You’ve Inherited Money, Now What Should You Do?

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

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The Real Cost of DIY Investing

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

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5 Things Physicians Must Know to Plan for Retirement

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

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Top 6 Tips to Make the Most of Your Retirement

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

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Does Someone You Care About Need Financial Help? Let Us Help!

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

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