Most people don’t even know how to answer that question, much less feel confident enough to answer with a resounding “yes.” The truth is that most assets are naturally not ‘asset protected.’ This means that unless you have done some planning and maneuvering specifically aimed at asset protection, well… These are the most common issues…
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Do you have a Health Savings Account or access to one through a different health plan? Most people do. Are you contributing to it? Most people that have one are. Are you using it now when you have medical needs? A lot of people are. WRONG ANSWER!!!!! This is simply a case of you don’t…
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Thanks to legislation enacted over the past 5 years, our rating of a 529 has received a boost. The beauty of a 529 plan has always been the tax-deferred growth and the potential tax-free withdrawals for college. But…. Prior to 2017, this savings vehicle was pretty straight forward. You could use the funds for qualified…
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