Registered nurses face unique financial challenges, from managing student loan debt to making the most of employer benefits and planning for retirement. Working with a financial advisor who understands the nursing profession can make a meaningful difference. Below, you can find trusted financial advisors who specialize in serving nurses, read real client reviews, and learn […]

For people with very low healthcare costs, putting the maximum into Health Savings Account (HSA)-eligible healthcare plans is almost a no-brainer. This is especially true when their employer contributes to their account to help offset the deductible. If you don’t spend that money, it’s yours to keep, and it rolls over year after year for […]

Count on the government to name laws in misleading ways.  For example, the so-called Affordable Care Act (ACA, also known as Obamacare). Before the ACA was enacted, our family had good coverage at a reasonable cost.  Then came ACA, and President Obama pledged to the public, “If you like your health care plan, you’ll be […]

Despite the stock market’s impressive start in the first half of the year, worries over the economy are mounting amid expected further monetary tightening and an anticipated recession. Consumers have faced a hard time battling rising prices since the end of the pandemic. Yet there is at least some welcome relief for one group of […]

Health scares are scary enough on their own. Yet when deteriorating health is accompanied by diminishing wealth, it can turn into a nightmare.  A new expose released by the Consumer Financial Protection Bureau (CFPB) reveals some alarming trends in the healthcare industry – “medical credit cards.”  According to the CFPB report, these specialized credit products […]

Healthcare costs in retirement have doubled in the past 20-odd years, reaching $158k per retiree. And while that’s unchanged from last year, the upward march of this cost will likely restart soon. Learn what you can do now to improve your position to cover the fast-rising cost of healthcare in retirement. A year ago, Dave […]

The Certification in Long-Term Care (CLTC) is a designation administered by the Certification for Long-Term Care Institute, an independent third-party administrator unaffiliated with any insurance carriers. The designation accredits professionals in various fields with the proper skill set to discuss the consequences of long-term care with their clients.  CLTC accredited professionals work closely with families […]

If you had to name a valuable asset, what’s the first thing that would come to mind? For most people, it would be something tangible – like gold bars, Apple stock, paintings by European masters, or real estate in Central Park West. But what about education, experience, loyalty, or happiness? While these types of intangible […]

Are you a travel nurse? Or thinking about becoming one? A financial advisor who understands the unique needs of travel nurses can help you make smarter money moves throughout your career. You’ll likely find dozens of financial advisors in your hometown well-suited to help you reach your money goals with a personalized plan. But it […]