Insurance and Risk Management Insights

HSAs offer more than a way to manage healthcare costs; they are a vital wealth-building tool that utilizes tax advantages and growth opportunities to bolster financial security.

This paper is the second part of a two-part series. In the first part, we discussed the considerations involved in evaluating different pension options for law firm partners. As follow-up, this second part discusses whether there is a benefit to including life insurance as part of the pension evaluation decision. When presented with an option […]

This paper is the first part of a two-part series. In the first part, we discuss the considerations involved in evaluating different pension options for law firm partners. For those attorneys whose firms offer a pension, one of the most important decisions that needs to be made as retirement approaches is what form of pension […]

Most people view HSAs as a tool for qualified medical expenditures. But sophisticated investors are increasingly using HSAs to maximize tax-advantages investment, retirement, and estate planning goals.