Investment Education Center

Whether you are a baby boomer nearing retirement, a Generation X’er in the middle of your career or a millennial just starting out, you have at least one thing in common with your co-workers:

You need to prepare for retirement.

A health savings account (HSA) can be a great way to save for healthcare expenses in retirement. Employee Benefits Research Institute (EBRI) estimates that a couple in retirement will need $301,000 to have a 90% chance of…

An HSA is a great complement to a high-deductible health plan, especially when factoring in tax savings and other advantages. In addition, savvy users can take advantage of some creative ways to maximize HSA benefits even more…

One aspect of health savings accounts (HSAs) that may be less understood is the ability to invest HSA funds, the gains of which are tax-free1. Some retirement advisors are even recommending maxing out HSAs before 401(k)s…

FIRE (Financial Independence, Retire Early) is quickly becoming a new mantra for young workers and it just may be a solution to retiring early. It has piqued the interest and been reported in major news outlets like the New…