NEWS & COMMENTARY

By Jim Joseph, CFP® Before welcoming a new year, it’s natural to look back and take stock of what you’ve accomplished and where you might have fallen short over the […]

By Jim Joseph, CFP® As 2024 approaches, many of our clients are asking about year-end tax planning. While tax efficiency is important, at FSA we believe it’s just one piece […]

With the election right around the corner, it is not uncommon for investors to be a bit spooked about what may lie ahead. Here’s the secret: Although there may be […]

Attention Medicare-Eligible Folks! Medicare Open Enrollment runs from October 15 to December 7 this year. As you may know, managing health care costs is a HUGE piece to the retirement […]

   FSA has once again partnered with Margo Steinlage, President of Steinlage Insurance Agency, to help with understanding Medicare and how to create a healthcare package that works for […]

Jimi Hendrix, Bob Marley, Pablo Picasso, and Abraham Lincoln. What do these famous people have in common? They all died intestate, i.e., died without having a will. In a report […]

If you purchased I Bonds in 2021/2022, you may be wondering what to do with them now. Back then, I Bonds were all the rage because their coupon payments went […]

When you think of how you get paid from work, people typically think about their salary, bonus, a retirement plan with an employer match, and health insurance. However, there are […]

Your paycheck is more than just a piece of (digital) paper; it’s a comprehensive breakdown of your earnings and deductions for that pay period. To the trained eye, a paystub […]