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Category Archives: Healthcare

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May Newsletter: 7 Disciplines That Lead to Happy Retirement

Healthcare, Lifestyle, Retirement

May Newsletter: 7 Disciplines That Lead to Happy Retirement Much has been written about saving for retirement, and we adhere to the principle that financial security is a key component to a successful retirement. Many of you are on that road right now, while others are accessing the savings accumulated over a lifetime. Knowing how…

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Social Security, Medicare, and HSAs- How this could look.

Financial Planning, Healthcare, Retirement

If your employer health plan is a health savings account (HSA) paired with a high-deductible health plan (HDHP), you may have a problem when you turn 65. Download the attached for additional information. Download Here

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The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Advisory services offered through IA Network, LLC – An SEC Registered Investment Advisor.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquarted at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and IA Network, LLC, DBA, Uptown Partners are not affiliated companies.

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