by Joe Limke, Financial Advisor | AAMS® | Feb 25, 2019 | Uncategorized
One of the most underappreciated tools in tax planning is the Health Savings Account (HSA). The HSA was created in 2003 as a way to provide tax benefits for Americans who want to set aside funds for future healthcare expenses. There are many benefits to having an HSA...
by Joe Limke, Financial Advisor | AAMS® | Oct 23, 2018 | Blog, Insights, Uncategorized
Friends and prospective clients often ask me why they should hire a financial advisor. It’s a logical question. Why should they? I thought it might be helpful to share why I hired an advisor before switching careers and becoming an advisor myself. I was once a...
by Joe Limke, Financial Advisor | AAMS® | Sep 26, 2018 | Blog, Insights, Uncategorized
While owning a piece of the company you work for can have obvious financial rewards, it can also have potentially greater risks than investing in a diversified portfolio. I have personally experienced the ups and downs of building a large portfolio of employer stock,...
