The Ins and Outs of Health Savings Accounts

Steven BriggsFinancial Planning, Health SavingsLeave a Comment

Our health and the cost of healthcare are some of the greatest risks to building and maintaining wealth in this generation. Medical debt accounts for more bankruptcies than any other financial event. Moreover, according to recent data from the Social Security Administration, a married couple has a greater than 50% chance of at least one partner living until age 90. … Read More

Tidying Up Our Spending Habits in 3 Easy Steps

Steven BriggsFinancial PlanningLeave a Comment

It’s no secret: Marie Kondo’s “Tidying Up” on Netflix has inspired across the nation a wave of organizing, attacking clutter, and thanking items that no longer bring joy on their way to the thrift store. I can see why people have gravitated toward her and her methods. There is a sense of cleansing, of purifying the home and purifying oneself, … Read More

Begin 2019 Right On the Money!

Steven BriggsFinancial Planning, New YearLeave a Comment

New Year’s Eve and New Year’s Day are awesome times to get on social media, confess your sins, devote yourself to a holy and righteous existence and avow to sin no more. Yet by the end of January, over half of people have given up on their resolutions, and by the end of the year less than 8% actually make … Read More

2018 Happened. 4 Ideas on Where We Go From Here

Steven BriggsFinancial Planning, Investment ManagementLeave a Comment

The economy continues to make substantial strides as consumer confidence and manufacturing grow in step. The House of Representatives flipped 40 seats to the Democrats along with a bevy of state governorships. Consistent policies of tightening interest rates are acted upon globally, led by our own Federal Reserve. Tariff talks have jostled stocks more than landing into O’Hare on a … Read More

Your Holiday Emergency Preparedness Plan

Steven BriggsFinancial PlanningLeave a Comment

  Every year, millions of Americans prepare to celebrate the holidays with their families. From decorating our homes to preparing delicious food, making sure travel plans are solid and that everyone’s gifts are covered, we want to make sure everyone has a happy holiday season. And then January comes. And perhaps the bill that is associated with all that “cheer” … Read More

21 Things You Borrow, Not Buy

Steven BriggsFinancial Planning, Home ImprovementLeave a Comment

Tool Shed or Money Pit? Invest wisely.   Halloween candy is already adorning store shelves. The Pumpkin Spice Latte is in full force at a coffee vendor nearest you. Kids are (finally) going back to school. This is a signal that the holiday season is rapidly approaching. With retail more cutthroat each passing year, you can expect more sales, more … Read More