by Brett Tushingham | May 6, 2022 | Retirement Checkup
My brother has worked for the same company for over twenty years. Now that is something you don’t see much of anymore. The average person now switches jobs every four years. He plans on calling it quits soon and one...
by Brett Tushingham | Jun 13, 2021 | Retirement Checkup
DIAGNOSIS: Are you in good health and can pay for most medical expenses with cash?TREATMENT: Consider fully funding an HSA account. What is an HSA? An HSA is an investment vehicle offered to individuals who are covered by a high deductible health plan, not claimed as...
by Brett Tushingham | Mar 31, 2021 | Retirement Checkup
DIAGNOSIS: Do you have lower income than usual or wealthy heirs?TREATMENT: Consider a Roth Conversion. Would you ever want to pay taxes before you had to? It sounds counterintuitive but the answer is sometimes yes. A Roth Conversion is when you...