Health Savings Accounts: Maximize the Tax Advantages
Health Savings Accounts (HSAs) were created to help individuals with high-deductible health care plans manage their medical expenses. Here's how to maximize the tax advantages of HSAs.
Your 2022 Year-End Financial Planning Checklist
Have you checked off your year-end financial planning items?
How to Donate Directly From Your IRA
A Qualified Charitable Distribution (QCD) is a donation made from an IRA directly to a qualified non-profit organization. Here are some quick facts about QCDs to see if they make sense for you.
Pet Lions and Planning
At Career Day for 5th and 6th graders, I talked about my job as a financial planner. Uh oh, what if a spending goal is a pet lion?
Does a Spousal IRA Make Sense for You?
As you gather information for your tax filing, you may have heard about Spousal IRAs. How do they work, and are there benefits for you?
The Wild Crypto West
In 1849, people flocked to California, believing they could get rich quick by mining for gold. Today, lots of investors are hoping to make their fortune in the Wild Crypto West. Proceed with caution!