October 22, 2020
HSA: Is the Health Savings Account Right for You?
“You can’t take advantage of an opportunity unless you know it exists!” Paying more for medical expenses today is common. But are you paying in a tax-advantaged way? So, there’s an opportunity you should be aware of…the Health Savings Account (HSA). […]
December 4, 2017
It’s in the Detail…Increase Tax Savings Now and in the New Year!
Attention to detail may provide increased tax savings now and in the new year. Start simple by focusing on your 401(k), HSA and FSA. Understanding the contribution limits, how they work and just exactly how much you’re socking away in […]
June 12, 2017
40’s…if you haven’t yet, it’s time to get serious
Many wonder in their 40’s, “Am I doing the right things?” Home, kids, student loans… What about the costs of college and lingering credit card debt? For some, you’re well underway with your budget and planning. For others, there’s a […]
April 3, 2017
Job Change? Here’s a Financial Checklist to Help
There’s a lot to think about when you change jobs. Checklists like this one just might help. As you look forward to starting a new job, it’s important to consider how you will manage your finances while making the transition […]
Of course we don’t want to think about needing long-term healthcare. We like to imagine that somehow we will fall outside of the fate of 70% of people who will need some form of long-term care during their lives (U.S. […]
