Author: Katie Geery

Want to retire early? Read this first

Learn how to define your dream retirement, calculate costs, adjust savings, plan for healthcare, and invest wisely to make early retirement a reality with expert tips from a financial advisor.

Planning for care on your terms

As you age, the need to think about the costs that come along with living the life you envision for yourself becomes even more important

Protect yourself against identity theft

Each year, more and more Americans fall victim to some form of identity theft or fraud. In 2023, Americans reported they were the victims of more than nearly $10 billion in financial fraud.

Contribute to your future

Health savings accounts (HSA) can be one of the most underutilized investment vehicles offered to individuals. HSA accounts are made available to those with a high-deductible health plan.