Sound Strategies: Health Savings Accounts
High-Deductible Health Plans and Health Savings Accounts recently emerged as an attractive alternative to traditional medical coverage. AIS can now manage Health Savings Accounts within
Location, Location, Location
The cornerstone of investment management is asset allocation. This involves determining the right mix of stocks, bonds and cash, how much to tilt stocks toward
Saving for College
The college debt situation is surely out-of-hand and tuition rates continue to soar. Fortunately, careful planning can dampen this burden.
The Pre-Retirement Checklist: Insurance and Annuities
Risk management is integral to any long-term financial plan. Unfortunately, many consumers are confused by complicated policy language or misled by predatory sales tactics.
Roth Conversions: To Convert or Not Convert
As a rule of thumb, since we do not know which way tax rates will go in the future, it is sensible to hold both Traditional and Roth accounts.