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So far Joy Zaykoski has created 84 blog entries.

Health Savings Accounts (HSAs)

With costs skyrocketing and employees paying more and more, the advent of high-deductible health care (HDHC) plans and health savings accounts (HSAs) has become a story worth blogging about.

2021-01-15T16:34:54+00:00Good to Know|

The Credit Freeze

This document explains what it means to freeze your credit, details the process of doing so, and answers some frequently asked questions.

2020-12-30T18:08:15+00:00Good to Know|

Checking Things Twice This Holiday Season

As advisors, we hear many stories about phone scams, identity theft, and cyber fraud, especially around the holidays. As we head into the final weeks of the year, we thought we would follow up with another reminder about staying alert to avoid potential scams. So, with many of us holiday shopping or needing to check online accounts as we take care of year-end to-do items, here are some important tips to remember:

2020-12-30T18:06:14+00:00Good to Know|

Building Your Divorce Team

If you are considering a divorce, you are not alone. Statistics show that almost 50% of all marriages in the United States will end in divorce or separation. While divorce is becoming less common for younger adults, rates for those adults age 50 and older has roughly doubled in the past 25 years. Given these trends, the need to understand the divorce process becomes that much more important.

2020-11-11T18:34:06+00:00Divorce, Good to Know|

An Effective Business Buyout Tool: a Cash Balance Plan

Many business owners transitioning into retirement know it can be beneficial when their younger partners choose to buy them out. However, finding a way to finance the buyout can post a significant obstacle for younger partners. While most aspiring owners may think that buying into a business can only be done with cash or loans, there is another option: a Cash Balance Plan – an innovative, hybrid retirement plan that may provide buyout funding opportunities along with an exit strategy that enables all the parties to benefit.

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