Articles
Using the Tax-Efficiency of an HSA in Your Financial Plan
What if I told you there is a type of account that combines the best tax savings features of various kinds of retirement accounts, enabling you to get triple the tax savings?
It’s a New Year: Here’s a DIY Financial Plan Checklist
It seems that everywhere you look – TV, internet, social media – there are ads for all manner of ways to improve your life in the coming year. While you may or may not have New Year’s resolutions, now is a good time to strengthen your financial plan so you are in control of your money. Here is a list of some questions to ask yourself about topics like investments, estate planning, insurance, and taxes:
Do I Need a Financial Planner?
Many people, with adequate time, interest, or knowledge, can go it alone without professional help, and many people benefit from consulting a professional. Should you meet with a financial planner, or can you go it alone?