Tag: HSA

How to Make Your Dollars Deliberate and Reach Your Goals

You’re investing for retirement, paying off debt, building up an emergency fund, saving for your kid’s college, and checking all the top financial boxes—now what? If you’re running a surplus each month, it’s so easy to simply funnel money into the basics (401k, IRA, etc.) but is that the best way to truly maximize your […]

5 Tax Moves To Consider

5 Tax Moves to Consider Before April 18th Even though we are a few months into 2016, it is not too late to save on your 2015 taxes or increase the amount of tax-free or tax-deferred savings you are making.  As you are compiling your tax information and meeting with your tax professional, please consider […]