by Ashley Micciche | Jul 28, 2020 | Healthcare, YouTube
Summary The 4% Rule is a short-hand rule of thumb that helps you calculate how much of your portfolio you can safely withdraw in retirement without running out of money. The 4% Rule is backed by research and has been used by investors and financial planners as a...
by Ashley Micciche | Jun 19, 2020 | Healthcare, YouTube
Summary Healthcare is one of the biggest expenses for most retirees – ranking right up there with housing and transportation costs, and it comes with an equally big lifetime price tag. A recent study by Fidelity estimates that about 15% of the average...
by Ashley Micciche | Oct 30, 2019 | Retirement, YouTube
KEY TAKEAWAYS One of the greatest benefits of being a small business owner or a solopreneur, is that the world is pretty much your oyster when it comes to retirement plan options for you and your business! Because there are so many different options out there,...
by Ashley Micciche | Jun 11, 2019 | Retirement, YouTube
Key Takeaways HSA contributions are going up in 2020, which makes this the perfect time to take a closer look at the HSA (health savings account) and all of its great benefits. You get tax deductible contributions, tax-free growth and tax-free withdrawals. No other...