by Suzanne Porske | Jul 15, 2025 | Uncategorized
With the average family health‑insurance bill now north of $25,000 a year and deductibles up nearly 50 % in the past decade it’s no wonder many households feel squeezed. But two powerful tools Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs), can...
by Suzanne Porske | Jul 7, 2025 | Uncategorized
The overwhelming majority of 401(k) plans have underperformed cheaper alternatives over the past decade, according to an analysis by Abernathy Daley 401 (k) Consultants, an administrator of corporate retirement plans. This trend is bound to continue unless substantive...
by Suzanne Porske | Jul 7, 2025 | Uncategorized
We plan vacations, birthday parties, and even weekly dinners—but too often, we put off planning for the unexpected. The truth is, having your estate planning essentials in place is one of the most loving things you can do for your family. Whether you’re starting a...
by Suzanne Porske | Jul 7, 2025 | Uncategorized
The halfway point of the year is the perfect time to pause, evaluate, and adjust your financial plan. Whether you’re preparing for retirement or just getting started on your savings journey, a mid-year financial checkup ensures you’re not leaving...
by FMG Suites | Apr 19, 2025 | Uncategorized
It’s graduation season—a time of celebration and new beginnings. For families with college seniors, this time can bring both excitement and uncertainty. While some graduates have jobs lined up, many others still are navigating job searches anxiously. The main reasons...
by FMG Suites | Apr 19, 2025 | Uncategorized
As summer approaches, your thoughts may drift toward escaping your daily routine. Whether your idea of a perfect vacation is sitting on a pristine beach, fishing in a mountain lake, or playing the back nine between pickleball matches, many of our clients have come to...
