David MacLeod is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Eclectic Associates, Inc. in Fullerton, CA and the surrounding communities.
What is a FSA?Health care Flexible Spending Accounts, FSA’s, are benefit plans established by employers to reimburse employees for healt...
Read More >
A recent study released by Mutual of Omaha quotes the following statistics regarding Long Term…75% of people over age 65 eventually need long...
Read More >
It’s tough being a younger worker in this economy. Whether you are facing an entry level salary in your first job out of college or are a...
Read More >
Two weeks ago, I became the proud uncle of an 11-year old boy at a wonderful celebration where more than 80 foster children found homes in...
Read More >
What steps can you take during the emotionally-draining and uncertain divorce process to financially plan for relocation? In concert with...
Read More >
Annuities account for a significant part of all investment sales, partly because they offer features and benefits that are unavailable...
Read More >
Tax and wage related ID theft on the riseThe Federal Trade Commission (FTC) released its annual nationwide...
Read More >
The golden rule for minimizing your tax burden and avoiding unpleasant surprises from the IRS this year — and any year for that matter — can be...
Read More >
Basic economics states that you may do one of four things with money: save it, spend it, invest it, and give it away. Americans have no trouble...
Read More >
When it comes to investing, mistakes are easy to make. In some cases, however, they could be easy to avoid. In his book, Asset Allocation for...
Read More >
