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Here's What We Think

Are You Maximizing The Benefits Of Your Health Savings Account? Thumbnail

Are You Maximizing The Benefits Of Your Health Savings Account?

I've found in recent client meetings - there's widespread confusion about how High Deductible Health Plans and Health Savings Accounts work. Today I want to share how to best to use the HSA’s benefits for maximum long term success. Many high earning professionals are missing out on valuable tax benefits by not steering their HSA balances toward long-term investments!!

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How To Plan For Now, Soon & Later As A Young Mom Thumbnail

How To Plan For Now, Soon & Later As A Young Mom

To all the mother’s out there, where does your financial future rank right now on the list of priorities you currently juggle? In between packing lunches, homework, teacher appreciation, birthday parties, sports activities, laundry, grocery shopping, paying the bills, bath time, bedtime stories, Band-Aids and boo boos… you are caretaker, rule maker, meal maker, biggest fan and cheerleader. On top of this, you might also have a career to juggle and so it’s no wonder that finding the time to think about investments or retirement will slip your mind!

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