Tom McDermott

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

Making Sense of HSAs and FSAs How HSAs and FSAs might help your household.

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

How Will the Economy React to AI? What do concerns or uncertainty about AI mean for your future and your financial strategy?

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

The Power of 401k Catch-Ups See how catch-up contributions after age 50 could significantly boost your retirement balance.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

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Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

Investing for Impact Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Learn how to maximize your Qualified Charitable Distributions!

Understanding Qualified Charitable Distributions Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

Gap Insurance for Leased Cars If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Emotional vs. Strategic Decisions Information vs. instinct. Are your choices based on evidence of emotion?

Wondering what to tell your financial pro? Check out this quick video for guidance!

Top 5 Things to Tell Your Financial Pro Here are the top 5 things your team may want to hear.

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Key Money Moments: 4 Times You Should Talk to a Pro Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.