Financial planning isn’t just about restraint. Sometimes the most powerful thing a planner can do is say, “Yes, you can enjoy this.”
Case Study - Optimizing and Coordinating 401k and HSA Accounts
Of Fees and Friends
Today, I had lunch with an old friend. Our conversation quickly centered around some of the things we are dealing with within our respective families, conversations that many of our contemporaries can probably identify with when it comes to aging parents.
We both acknowledged that we have arrived in that time of our life, and I mentioned that I see it within my client base as well. Things are changing, and people our age are finding themselves becoming more involved in the care of their parents, or even siblings, and it’s happening as Hemmingway put it, “Gradually and then suddenly.” ***