by Sarah Keys | Feb 12, 2021 | What we're reading
It may be hard to imagine an easy-to-read, page turner on economics and fiscal policy, but The Deficit Myth is just such a book. It may be because conversations about the deficit are at the forefront of the news as we contemplate another round of coronavirus stimulus...
by Sarah Keys | Dec 10, 2020 | Financial Planning
Cardan Founding Partner and Certified Divorce Financial Analyst® (“CDFA”) Sarah Keys, explores collecting social security benefits if your are divorced. Women face many challenges when it comes to financial well-being later in life. During their working years, not...
by Sarah Keys | Jul 17, 2020 | Financial Planning
In the first of a series on Dividing Assets during a Divorce, Cardan Founding Partner Sarah Keys, explores considerations for dividing defined benefit plans. Although not as prevalent as they once were, defined benefit plans can still be a significant source of...
by Sarah Keys | Jan 15, 2020 | Finance and family
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law Dec. 20, 2019, will have a number of ramifications for retirement income and tax planning. Main provisions related to IRAs The three most significant provisions related to...
by Sarah Keys | Oct 29, 2019 | Healthcare
One of the best strategies to save for medical expenses during retirement is putting money into a Health Savings Account (HSA). Many people are aware of the Flexible Spending Account into which they can make tax-deductible contributions on a use-it-or-lose it basis...
