Healthcare in retirement could cost you $172K. We asked 11 pros the best ways to save
February 23, 2026
MarketWatch, February 23, 2026
Hillary Stalker, CFP, executive vice president at CapWealth, tells Lara Becker at MarketWatch that with nearly 20% of Americans overlooking retirement healthcare costs, savers should maximize HSAs and build flexible taxable savings. “One of the most unknown but key factors to saving through an HSA is that those funds can be used tax-free for Medicare premiums,” says Stalker.
CapWealth CIO Tim Pagliara joins Bloomberg Daybreak Asia to discuss how AI is pressuring software pricing, margins, and innovation.
Avoid retirement planning mistakes that can erode after-tax wealth. Learn how affluent families can align spending, taxes, giving, and estate plans.
Charitable giving can reduce taxes, engage your family, and build a lasting legacy when aligned with your financial and estate planning strategy.
On Fox Business, Tim Pagliara, CIO at CapWealth, discussed how a rise in AI spending is shifting investor focus toward free cash flow and capital discipline.
I Earn $130,000 but Am Terrified of Layoffs. Should I Stop Funding My 401(k) to Pay off My Mortgage?
CapWealth’s Hillary Stalker tells Money why prioritizing saving for retirement can outweigh paying off a mortgage and improve long-term peace of mind.
Life moves fast. A Financial Plan Review ensures your strategy evolves with major life changes like marriage, career shifts, or retirement prep.
Tim Pagliara joins BNN Bloomberg to discuss how recent political pressure on the Federal Reserve and other factors are impacting U.S. equities and economic growth.
CapWealth promotes Drew O’Connor to Director of Research, recognizing his leadership and role in advancing investment strategy and client outcomes.
Citywire reports Drew O’Connor’s promotion to Director of Research at CapWealth, recognizing his leadership and impact on the firm’s investment process.
