by Suzanne Porske | Jul 22, 2025 | Uncategorized
Estate management isn’t just about what happens after you’re gone— it’s also about what you can do now to help manage future estate taxes, transfer wealth strategically, and attempt to create a meaningful impact during your lifetime. Many families recognize that...
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 | May 18, 2025 | Uncategorized
You’ve spent years building your retirement nest egg—saving diligently, investing wisely, and contributing to accounts like your 401(k), IRA, or Roth IRA. But how do you turn those savings into a sustainable income stream once the paychecks stop? This is one of the...
