Don’t let these year-end opportunities pass, be proactive with your to-do list.

Work benefits are complicated, including High Deductible Health Plans (HDHP). Health Savings Accounts (HSA) can be utilized to your advantage for savings and tax planning.

There’s more to investing in bond funds, ETFs and portfolios than just asking for the yield.

Yes interest rates are rising. Instead of forecasters, focus on how to evaluate the impact to you, your family, business and portfolios in order to seek opportunities and mitigate risks.

If you choose a very young beneficiary, such as a grandchild, funds in your IRA could compound substantially over their lifetime and provide flexibility to help pay for expenses, like college, along the way.

Now is the time to strive for maximum contributions. If you save the average, you'll be the average.