by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Jul 22, 2026 | Financial Planning, Health Savings Account (HSA), High Net Worth, Insight, Retirement Accounts, Taxes
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...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | May 26, 2026 | Financial Planning, High Net Worth, Insight, Investments, IRA/Roth IRA, Lifetime Gift and Estate Tax Exemption, Retirement Accounts, SEP IRA, Taxes
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...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | May 12, 2026 | Financial Planning, High Net Worth, Insight, Investments, IRA/Roth IRA, Retirement Accounts, SEP IRA, Taxes
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%...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Apr 20, 2026 | Financial Planning, High Net Worth, Insight, Investments, IRA/Roth IRA, Lifetime Gift and Estate Tax Exemption, Retirement Accounts, Student Loans, Taxes
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...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Oct 26, 2025 | 401(k), 403(b), Insight, IRA/Roth IRA, Retirement Accounts, SEP IRA
Think Your Will Decides Everything? Your Beneficiaries Designations Might Say Otherwise Cold and often dreary November provides the perfect excuse to spend a few hours thinking about something that can often be neglected – your wishes post death. Though death and...
by James Osborn, CPWA®, EA & Karen Ogden, CFP® | Mar 23, 2025 | Financial Planning, Insight, Retirement Accounts
Don’t Let a Recession Catch You Off Guard: Steps to Secure Your Finances Search for: After a year of strong economic growth, the first two and a half months of 2025 took a sudden turn. Consumer confidence slid, business inventories increased, and the stock market...
