Blog

Contributing to a Health Savings Accounts (HSA) in 5 Easy Steps

By Chelsi Balfour

What is an HSA? An HSA isa tax-advantaged medical savings account that can be used tax-free for qualified medical expenses. HSAs are designed to be used in conjunction with a High Deductible Health Plan (HDHP). HSAs offer triple tax advantages: contributions are deductible, earnings are tax …

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Calculating NUA in 5 Easy Steps

Posted on March 30, 2021

Avoiding Charitable IRA Beneficiary Mistakes in 5 Easy Steps

Posted on March 30, 2021

Traditional or Roth – Which IRA Works for You?

Posted on March 24, 2021

The Cost of Infertility: How to Navigate the Finances of IVF

Posted on March 17, 2021

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In the News

3 Roth Conversion Traps To Avoid After The SECURE Act

Posted on January 28, 2020

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

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10 Common Estate Planning Mistakes (and How to Avoid Them)

Posted on December 6, 2019

4 Ways To Improve Your Estate Plan

Posted on November 11, 2019

401(k) Secrets: Capitalize On Net Unrealized Appreciation (NUA)

Posted on February 19, 2019

Test Your Annuity Acuity: An Advanced True/False Quiz

Posted on February 6, 2019

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Market Commentary

Market Commentary: Inflation Could Be On the Horizon, Service Businesses Make a Comeback

Producer prices climbed 4.2% last week (Figure 1). Energy prices contributed to the largest gain since the index rose 4.5% in September 2011. The jobs market continues to see a high level of initial jobless claims while steady progress is being made in reducing the number of unemployed rec …

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Newsletters

How a 529 Plan Can Help You Save for College and Invest in the Future

Posted on April 1, 2021

Despite an evolving society, college is still a right of passage for many. We pack the family SUV with suitcases and dreams and take the young hopeful on to their next adventure.

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Blog

Contributing to a Health Savings Accounts (HSA) in 5 Easy Steps

Calculating NUA in 5 Easy Steps

Avoiding Charitable IRA Beneficiary Mistakes in 5 Easy Steps

Traditional or Roth – Which IRA Works for You?

The Cost of Infertility: How to Navigate the Finances of IVF

In the News

In the News

3 Roth Conversion Traps To Avoid After The SECURE Act

10 Common Estate Planning Mistakes (and How to Avoid Them)

4 Ways To Improve Your Estate Plan

401(k) Secrets: Capitalize On Net Unrealized Appreciation (NUA)

Test Your Annuity Acuity: An Advanced True/False Quiz

Market Commentary

Market Commentary

Market Commentary: Inflation Could Be On the Horizon, Service Businesses Make a Comeback

Market Commentary: Inflation Could Be On the Horizon, Service Businesses Make a Comeback

Market Commentary: Jobs Market Shatters Expectations, Housing Prices on the Rise

Market Commentary: Personal Income Fell in February, Stimulus Clouds Underlying Economic Health

Market Commentary: Retail Sales Fell After January Stimulus Surge, Don’t Expect Interest Rate Hike

Newsletters

Newsletters

How a 529 Plan Can Help You Save for College and Invest in the Future

Tax Tips for Business Owners in a COVID World

Help Improve Your Financial Plan This Year with These One-time Adjustments

Giving to Charity for the Holidays, Even Though It’s 2020

Your Year-End Tax Checklist, Plus a Few Extras for 2020

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