Is Your HSA a Super-Powered Retirement Account in Disguise? When most people hear “Health Savings Account,” they think of a place to stash a little money for doctor visits and prescriptions. Fair enough. That is what it’s designed for. But if you...
Launching Your Kids in a High-Cost World The numbers tell a story most adults feel. Cost of living is going up. Grocery, energy, and fuel prices are meaningfully higher than just a few years ago, and U.S. home prices have climbed well above $400,0001. It’s been...
Taxes: Planning is a Year-round Endeavor We’ve spoken about taxes many times in the past, and taxes are not an April-only event. Not only can legislation drive immediate changes, but within legislation updates, changes can trickle out over time. Case in point: The...
Building A Values-Driven Business – Is Your Wealth Strategy Keeping Up? Building a business is difficult. Staying true to your product and values takes dedication and thoughtfulness. Those that take the values-based approach may even seek B Corp certification, a 1%...
Free Money for Your Baby? What Parents Need to Know About Trump Accounts If you have a child born between 2025 and 2028, or are expecting one, there’s a new government benefit worth knowing about. The Working Families Tax Cuts Act under the OBBBA created a new type of...
Chasing Market Highs? – Behavioral Finance at Work Search for: When markets reach record highs, it’s natural to feel excitement and optimism. News headlines celebrate these highs again-and-again, and suddenly the fear of missing out (FOMO) sets in. This is often...
