Why are Health Savings Accounts (HSAs) popular savings vehicles? Contributions are made with pre-tax dollars, the funds grow tax-deferred, and withdrawals are tax-free if used for qualified healthcare expenses. That's a triple-tax advantage! ... Read More
Does this title look like every other email subject in your inbox? Then you know it’s the holiday season. But don’t rush to click on these enticing offers. Put down your phone and start making a holiday plan.... Read More
Perhaps you have long championed a charitable cause, and your hard work has landed you a position on a non-profit board. Or, perhaps you were asked to sit on an amazing corporate board. Before you say "yes," it is important to ask questions.... Read More
When planning for taxes, most of us target (or hope!) for a small refund or a small tax bill. However, you might receive a larger-than-expected refund for any number of reasons. So what should you do with your windfall? ... Read More
The loss of a spouse or life partner is traumatic, especially during the holidays. Research indicates that deaths increase during the holiday season and winter months, but there is no significant known factor... Read More
There’s been a lot of discussion about the cost of college, student loans, and student loan forgiveness – with good reason. According to eLearningWorld, college costs have increased 4.6 times more than inflation over the past 50 years. ... Read More
Between car shortages and increased travel, renting a car has become more difficult and expensive. If you are renting a car, try some of these cost-saving tips.... Read More
Did you know Social Security has provided a six-month “mulligan” for those between full retirement age and 70? Of course, decisions are always easier when you have a “do-over” option!... Read More
After living in the house for over fifty years, Harry and Sally's love for the home wasn't the only thing that appreciated – so had the value! Sally's realtor priced it at $750,000. It was time to paint not only the trim, but also time to trim the tax liability!... Read More
You've probably heard the chatter regarding tax law changes, and while we don't know what will pass, we do know that current estate tax exemption amounts will sunset in 2026. So if you have a large es... Read More
