Health Savings Accounts (HSA) are tax-advantaged medical savings plans, which can act like both a personal checking and investment account. In fact, HSAs are the most tax-advantaged account that exists. It is the only type of account with the potential for being triple tax-advantaged....
Currently, there are very few places to grow one’s money better than investing in the stock market. And many people who have money to invest are looking for THE top stock pick to get rich, quick! This could be a perfect setup for an...
There has now been a total of 6 pandemic relief acts passed in the United States. Coronavirus Preparedness and Response Supplemental Appropriations Act Families First Coronavirus Response Act CARES Act PPP and Healthcare Enhancement Act Consolidated Appropriations Act of 2021 American Rescue Plan Bill...
When to take Social Security receives much attention, for good reason. For the majority of Americans, it is the single largest resource for retirees. Adding complexity, evolving laws and strategies such as the file and suspend that have been taken away, leaves people wondering...
We have talked a lot about financial wellbeing in our past blogs and how not to let our emotions derail our financial plan, yet FOMO (fear of missing out) is trending now and deserves our attention. Did someone ever say to you, “Would you...
It has been a busy year when it comes to updates and changes concerning your money. In addition to working on personal investment strategies that help our clients’ financial plans, we’ve had the SECURE Act and the CARES Act that have given us opportunities...
With our fee-only financial planners.