by Pam Horowitz | Nov 21, 2024 | Uncategorized
Health care is one of the biggest and most unpredictable pieces of retirement planning. Costs often rise faster than expected, and even well-prepared retirees can feel caught off guard. This article gives a clear overview of what to anticipate and the tools available...
by Pam Horowitz | Oct 22, 2024 | Retirement
Being your own boss brings incredible freedom — but also unique challenges when it comes to retirement planning. No employer match, no HR department, no automatic savings. It’s all on you. That’s why I liked this article: it highlights the reminders many self-employed...
by Pam Horowitz | Sep 25, 2024 | Business
HSAs are one of the most powerful savings tools available, but knowing whether to invest the funds or keep them in cash can be confusing. I liked this article because it breaks down the decision — risk tolerance, near-term medical needs, tax advantages, and long-term...
by Pam Horowitz | Aug 26, 2024 | Inheritance
Legacy planning is about more than dollars — it’s about meaning. That’s what I loved about this article. It encourages families to start conversations around purpose, giving, and what they want future generations to understand about their values. You don’t need to be...
by Pam Horowitz | Jul 16, 2024 | Business
If you’re interested in small business ownership, this article takes a refreshing look at how business models affect culture, purpose, and long-term stability. I like that it goes beyond the financial side and touches on leadership, team engagement, and what it means...
