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How Your Employee Benefits Fit into Your Financial Plan

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How Your Employee Benefits Fit into Your Financial Plan

Your Health Savings Account (HSA) is a cornerstone of your benefits planning. The money is triple tax-advantaged – contributions, growth and withdrawals for qualified expenses are not taxed. This account is like nothing else, and you need to take full advantage of it. 

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Holy Cross Services Homeless Services at the New Hope Community Center Lansing, Michigan

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Holy Cross Services Homeless Services at the New Hope Community Center Lansing, Michigan

Our core values here at Equanimity Wealth Management is OTHERS.                 Others First – Serving our clients’ and communities’ needs before our own.                 Teamwork – A collaborative effort, emphasizing our respective strengths, focused on client outcome                 Honesty – A mutual relationship built o n trust, transparency, and accountability                 Excellence – Aspiring to do out best at every opportunity                 Respect – Showing consideration, regard and kindness to others                 Service – The art of putting others first that helps another person or solves their challenges In living our core values, we not only donate to several charities...read the full article

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In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It.

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In the SECURE Act Era, You’ll Need a New Retirement Strategy. Roth Conversions Could Be It.

But when the SECURE Act goes into effect – expected on Jan. 1, 2020 – beneficiaries will have to fully distribute taxable accounts within 10 years of the account holder’s death. That could push your loved ones into a higher tax bracket.

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401(k) Options When Leaving Your Employer

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401(k) Options When Leaving Your Employer

Published by Jake Dungey   You’ve come to the point where it’s time to separate service from your employer and being the type of person that wanted to be prepared for your financial future, had decided to participate in the company 401(k) plan. Now you’re thinking, “what options do I have with this money?”.

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Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be

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Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be

As you move toward retirement, you can’t be content just to accumulate assets. You need to develop a retirement income plan that can help guide you when it comes time to turn savings into sustainable retirement income.

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Financial Planning Lessons from Mary Poppins

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Financial Planning Lessons from Mary Poppins

published by Kate Moss My favorite movie as a kid (and maybe still today 😉 ) was ‘Mary Poppins’. I absolutely wanted to slide down a banister, have a tea party in the air because you were laughing non-stop, and jump into a sidewalk chalk drawing for an exhilarating adventure. But I also related to Michael’s story of learning to save his tuppence at his father’s bank. Which likely was the first stepping stone to my career in financial planning.

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Compounding Wealth (and Wisdom)

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Compounding Wealth (and Wisdom)

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

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Three Important ‘Stocks At An All-Time High’ Planning Considerations

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Three Important ‘Stocks At An All-Time High’ Planning Considerations

Published by Scott Danek This year has been one of those years when it seems like almost daily you hear about the ‘stocks at an all-time high’.  While this kind of year is usually more ‘fun’ for investors, it should lead to three important financial planning considerations.

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4 Tips to Take Your 401(k) to the Next Level

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4 Tips to Take Your 401(k) to the Next Level

The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.

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How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

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How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.

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