NEWS & COMMENTARY

And just like that, 2024 is in the books. This year, like many others, brought its share of ups and downs, wins and losses, and lessons learned. Each year, major […]

By Jim Joseph, CFP® The start of a new year is the perfect time to set meaningful financial goals that align with your personal values, aspirations, and long-term wealth-building objectives. […]

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 […]