Archive for the ‘Articles’ Category

Five questions to ask your investment adviser in 2022

Posted on: March 31st, 2022

originally published in the Daily Herald, 2/6/22 With the new year ahead, and our economy […]

HSA — The Ultimate Retirement Savings Tool

Posted on: November 30th, 2020

Health Savings Accounts can be powerful long-term savings vehicles. As Health Savings Accounts (HSAs) gain […]

Automatic Enrollment in HSAs

Posted on: August 2nd, 2018

Auto Enrollment in HSAs    

Top 10 Myths and Misconceptions about Health Savings Accounts (HSAs)

Posted on: July 31st, 2018

Karin M. Rettger, MBA, AIF, President, Principal Resource Group Kelley Long, CPA/PFS, CFP®, Financial Planner, […]

Breaking Through The Status Quo

A collection of strategic insights and effective techniques to improve the quality of employees’ healthcare while reducing costs on each side.