News

United Airlines Pilot
By Ben Lies

Primer on the UA Pilot Retiree Health Account (RHA)

The Retiree Health Account (RHA) is a very unique benefit that United provides to its pilots. It is funded by employer contributions on a pre-tax basis and designed to pay for medical expenses, tax-free, after retirement or separation of service. When used properly, the RHA can be a key part of a pilot’s retirement plan. […]

Read more
Behavioral Biases
By Ben Lies

Sorry, You’re Biased Toward Your Own Money. Here’s What We Can Do About It

In one way or another, we all have a complex relationship with our own money. Because of that, it’s hard to be rational all the time in how we use it. But where do our behavioral biases come from, and what can we do to counteract them? We explore these questions below. Emotions Lead to […]

Read more
Inflation
By Ben Lies

Inflation in 2021: What Investors Need to Know

Following a year of economic instability, it appears that many of us are turning our attention to something that’s been around for decades, but has recently piqued national interest – inflation. In fact, a recent study found that people are Googling the word “inflation” at a rapid rate, with a peak not seen since 2008.1 […]

Read more
COVID-19 Vaccine
By Ben Lies

Will Taking a COVID-19 Vaccine Void Your Life Insurance?

Recently, there has been a lot of chatter on social media about COVID-19 vaccines and life insurance. The conjecture is: if you get a vaccine and pass away as a result, your life insurance policy will be void and your beneficiaries will get nothing. This seems to come from the idea that if you die […]

Read more

Free Portfolio Analysis

Is your portfolio going to accomplish your goals? Can improvements be made to get you to retirement faster? Fill out this short questionaire and we would be happy to help. Free of charge, of course!

State of Residence

Investible Assets

Your Goals

Contact Information