Monthly Archives: November 2020

Why You Should Add HSAs to Your Retirement Offering

HSAs Are The Secret Retirement Weapon. The average couple can expect to pay $295,000 in retirement in out-of-pocket costs on top of expected Medicare coverage. It’s time to prepare for those costs, so your client’s healthcare expenses don’t steal from their retirement savings. To top that off, 401(k) maximum contributions remained the same from 2020 […]

6 Ideas to Get Even More Clients and Increase Revenue

Ann Bachrach, The Accountable Coach Most entrepreneurs experience a critical stage in their business where they need to consistently build their client base, yet the don’t have the time or resources to devote to serving more clients. So, how do you get more clients without working harder? Let’s talk about 6 tips to help you […]

Tip of the Week

Financial Wellness Enters the Mainstream “Longevity fitness,” “financial wellness,” “financial well-being,” “financial health”—no matter what you call it, the real and potential physical health issues affecting all of us at a global level have focused attention on our health status, with a significant spillover into our financial circumstances as well. This provides an opportunity for […]

Tip of the Week

Dealing with the Insecurity of Social Security The insecurity of Social Security is a significant issue in financial planning, particularly because of the economic effects of the COVID-19 pandemic. Two opposing myths related to Social Security are (1) because Social Security is underfunded, it is best to elect Social Security as early as possible, and […]