Tag: money
End-of-Year Financial Check-Up
With all of the changes occurring this year, an often-overlooked area that may need rejuvenation is your financial health. The end of the year...
Using an HSA as a Retirement Account
There are few vehicles as tax-efficient as a Health Savings Account (HSA). I like to think of HSAs as a ROTH on steroids. As...
RAA is Helping Furloughed Pilots
As one of the industries hit hardest by the effects of COVID-19, the airlines are unfortunately now preparing to announce what, deep down, we...
What to Do when You Are Facing a Reduction in Income?
Merely saying that things are difficult right now feels like a massive understatement. Having been in financial services for over 15 years, I’ve seen...
Making Sense of The SECURE Act
On December 20, 2019, the Setting Every Community up for Retirement Enhancement (SECURE) Act of 2019. Effective January 1, 2020 was signed into law....
Emotions and Investments
The topic of risk is appropriate during this time as the market has been having some wild swings due to the current effects of...
We Have Met the Enemy (of Wealth) and He is Us!
I just returned from annual training for my airline. It’s nice to have another year before I have to study again, right? ( I’m...
No Regrets!
In the last few days alone, I have learned about three fellow pilots what have lost, or are losing, their battles with cancer. A...
Making Financial Sense
Ready or not, winter will approach soon! With the new season, the days grow shorter and the weather will change. What do most people...
What’s Your Plan?
Whether you realize it or not, we all have a plan. Benjamin Franklin is credited with saying; “If you fail to plan, you plan...
