Insights
Practical insights on financial planning, tax strategy, and values-based investing — written by the team at Envest Asset Management for business owners, founders, and individuals building wealth that reflects their values
Guide to Annual Benefit Enrollment
Every fall, benefits elections come up for renewal. But how much time do we actually spend reviewing options? Just auto-renewing is an easy trap. Last year’s choices auto-populate, the deadline creeps up, and clicking through feels efficient.
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 look a little closer, the HSA might be one of the most underrated retirement tools available today.
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 $400,000.
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. This creates planning opportunities.
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