We were again fortunate to have 28 clients and friends join us for not only a delicious breakfast but a delightful presentation in the gathering room at the Whole Foods store.
They may have heard about what a Health Savings Account can potentially offer them: a pool of tax-exempt dollars for health care, a path to tax savings, even a possible source of retirement income after age 65. You may want to look at this option yourself.
We learned of some ways to handle common health insurance situations such as retiring before Medicare eligibility, having no or limited benefits at work, and turning 26 and becoming ineligible to remain on parents' plan.
Investment firms have a new client service requirement. They must now ask you if you want to provide the name and information of a trusted contact. You do not have to supply this information, but it is certainly welcomed.
The event was wildly successful, and comments from attendees were very positive. A great deal of information changed hands, and it was very encouraging to see the amount of charitable work taking place all around us.