The Joseph Group

Wealth Notes: planning

  • Back to School on Health Savings Accounts: Distributions & Strategies

    September 8, 2021

    Last year we talked about Health Savings Accounts Health Savings Accounts (HSAs) as a tax saving and wealth building tool (read that article here). Now let’s explore how folks can utilize their HSA account, especially in their retirement years, if they have been using it as a wealth savings vehicle. If you have been fortunate […]

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  • How to Avoid Paying Too Much on Medicare Premiums

    August 12, 2021

    To Inform: Are you starting Medicare soon or has your income changed significantly while on Medicare? If so, make sure that you’re aware of how your income affects your Medicare premiums. Most people know that taxes increase as income goes up, but many are unaware that Medicare premiums also go up with higher income. Fortunately, […]

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  • How Much Life Insurance Do I Need?

    July 16, 2021

    To Inform: We should know that life insurance is an important part of any financial plan. At The Joseph Group, we do not sell life insurance but just like mortgages, long-term care and estate planning, we help our clients think about and plan for their life insurance coverage. Life insurance can be a valuable tool […]

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