Posts Tagged Kelley Long

Advisor’s Guide to Health Savings Accounts: Differentiate Yourself

By Kelley Long, CPA/PFS, CFP® You might have heard the health savings account (HSA) referred to as the “new” 401(k).  Thirty years ago, when the 401(k) first came out, it was thought of as something for just executives and higher income or more savvy planners, and now it’s the everyman’s retirement savings vehicle.  The HSA […]

Read more →

Posted in: PROTECT the Plan from Retirement Risks

Leave a Comment (0) →