Kim breaks down options for Social Security for Singles in this week’s Technical Tuesday video. She explains when singles can file for benefits, and how to decide when is
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Social Security Basics are important to know as we approach retirement. When to take Social Security is a difficult decision that most Americans will have to make. In Part
How does the FSA Safety Net® work? Ron Rough, FSA’s Director of Investment Management continues our discussion about the FSA Safety Net® and how FSA uses this tool to
How does FSA use the FSA Safety Net® to protect client portfolios from sustained downward trends? Ron Rough, FSA’s Director of Portfolio Management, explains our process in part one
Where should I save my money? How much should I save? Kim Scott, FSA’s Director of Financial Planning, answers these questions in this week’s episode of Technical Tuesday. Download Our
FSA’s investment philosophy is based on 2 key concepts: Follow the Money Have an Exit Strategy. In this video, Ron Rough, FSA’s Director of Portfolio Management explains how FSA
the roth ira vs. the traditional ira What is the difference between a Roth IRA and a Traditional IRA? In this week’s episode of Technical Tuesdays, Kim Scott, CFP®, FSA’s Director
“Follow the Money” is the first principle of FSA’s investment approach. In this week’s episode of #TechnicalTuesdays, Ron Rough, FSA’s Director of Portfolio Management, explains what “Follow the Money” means
Employer Match is a contribution made to your retirement plan by your employer and is dependent on your contributions to your plan. In our latest episode of Technical Tuesdays,
QCD stands for Qualified Charitable Distribution and can be an advantageous way to make a gift to your favorite charity. Kim Scott, CFP®, explains what a Qualified Charitable Distribution is,