Category Archives: Estate Planning

Health Savings Accounts Can Provide Significant Tax Advantages to Pay for Health Care Costs During Retirement

Health Savings Accounts Can Provide Significant Tax Advantages to Pay for Health Care Costs During Retirement

Rising health care costs are leading financial advisors to discuss the advantages of Health Savings Accounts (HSAs) for clients to help pay for health care costs during retirement. In a recent blog post, we highlighted the growing costs retirees are expected to face from medical health care costs not covered by Medicare and custodial health…

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A Financial Plan Annual Review Can Help You Stay on Course

A Financial Plan Annual Review Can Help You Stay on Course

Another year has come and gone. It’s hard for some individuals to not feel a sense of regret as time keeps marching by and there always seems to be so much to do, to keep up, to keep from falling behind, to accomplish the goals we want for ourselves and our families. I just had…

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Boca Raton Financial Planner Explains Wealth Transfer Techniques

Boca Raton Financial Planner Explains Wealth Transfer Techniques

Boca Raton Certified Financial Planner® Professional, Stephen Ostrofsky of True North Financial Advisors explains how particular estate planning techniques transfer wealth. The transfer of one’s wealth is a both a selfless and selfish act. Perhaps like no other, being our final act. The wealth we transfer to our heirs can be simple or complex in…

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Is a Roth IRA a Good Retirement Vehicle for You?

Is a Roth IRA a Good Retirement Vehicle for You?

A Roth IRA is a retirement account that allows an investor to make after-tax contributions that receive favorable tax treatment over the life of the account. The contributions and gains in the account grow without taxation and can be withdrawn tax free to provide retirement income. Not all taxpayers can qualify to make the…

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