Donna McElroy: Can working seniors contribute to Health Savings Accounts?

"You may be one of the many people over 65 who are making Health Savings Account (HSA) contributions. Be sure you are following  the rules to the letter." Donna McElroy.   By Donna McElroy Most clients know I am a big fan of Health Savings Accounts (HSAs). HSAs can potentially save people THOUSANDS of dollars [...]

By |2022-10-23T18:08:33+00:00July 10th, 2022|Money News, Protect your wealth|

Sean Sparkman: Are you afraid of running out of money in retirement?

"Over 70% of seniors say they feel their retirements are underfunded. This statistic could indicate trouble ahead for an already vulnerable population."-   Sean Sparkman   Retirement and most other senior issues have become so politicized that it's hard to make more than just token changes to the system. Anything meaningful that helps Americans save more [...]

By |2022-10-23T18:19:10+00:00April 11th, 2022|Leave a legacy, Protect your wealth, Retirement|

Introducing Safe Money Trends Certified Contributors

In keeping with our mission to bring you the best original and curated financial content. Safe Money is proud to announce our "Certified Contributor" program.  When you see authors with the Certified Contributor badge, you'll know that these men and women are specialists in  helping hard-working people discover how to make the most out [...]

By |2022-08-26T01:41:49+00:00March 29th, 2022|Safe Money Trends Certified Contributors|

Andrew Winnett: Is now the right time right for an annuity?

  Given our current economic situation, inflation risk is a genuine concern for those retiring within a few years. Concerns about inflation are also a typical objection seniors have when considering purchasing an annuity. Many of the more popular annuity products insurers offer only pay a fixed monthly income not adjusted for inflation. For example, [...]

By |2022-10-26T00:38:50+00:00March 21st, 2022|Protect your wealth|
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