TAX FREE MONEY FOR HEALTH CARE… Introducing the Health Savings Account

Clients seem to get a good laugh when I tell them that at least once a month my wife and I argue about not spending money in our Health Savings Account (HSA) account.  “Health Care…Isn’t that what this is for?”  Yes, just not right now.  Aside from a medical emergency (or global pandemic) if you […]

Why Financial Planning

Financial Planning

Partnering with a financial planning professional or advisor, is one of the most important financial decisions you will make. It will take some work but finding the right fit will help reduce your financial stress and increase your confidence. Consider the following when choosing who to partner with. Qualifications and credentials? According to the CFP […]