A Health Savings Account (HSA) is a tax-advantaged medical savings account available to individuals who are enrolled in high-deductible health plans. HSAs have three main tax advantages.
Posted ByRestricted Stock Units (RSUs) provide employees the right to own company stock subject to vesting requirements, such as employee performance or the passage of time. The underlying company stock is not issued until the RSUs vest. When an employee receives Restricted Stock Units, they have an interest in the company’s equity, but the units have
Posted ByThe IRS has announced the estate and gift tax exemptions for 2023.
Posted ByBill Hortz, Founder of the Institute for Innovation Development, recently interviewed Alyssa (Yocom) Dalbey, CPWA®, CFP® and Wealth Manager at Schultz Financial Group (SFG) about SFG’s approach to wealth management: Hortz: Can you share with us the thinking behind developing your Four Capitals of Wealth approach with your clients? Dalbey: By working closely with our
Posted ByFor most parents, saving for their children’s college education is a major financial commitment. A savings program is a good start, but merely accumulating funds is usually not enough. The type of assets in the education accounts, and whether the parent or the child owns them, can significantly impact the family’s eligibility for financial aid.
Posted ByIn March 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed. There are several components to the CARES Act that will impact many, if not all, Americans. This blog article focuses on how the CARES Act affects Required Minimum Distributions (RMDs).
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Celebrating Mother’s Day After Your Mom Is Gone
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Grief looms large on holidays, especially ones that remind you of someone you’ve lost, such as Mother’s Day, Father’s Day, birthdays or anniversaries.
The Lies We Tell Ourselves About Multitasking
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Our brains aren’t wired to juggle tasks. Remember what it was like to do one thing at a time?
How To Get A Free Stay On A European Stopover
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If you're planning to travel to Europe long-distance, it makes sense to take in an extra city or two. Here are three airlines that offer exciting stopover destinations en route to the final adventure.
From Kiplinger: Free Yourself of Stuff, Consider Downsizing
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Experts make downsizing and decluttering seem simple: Keep, trash or donate. You likely won’t be able to do it in a day. But here are some tips on how to start effective downsizing and decluttering.
What Happens if My Bank Fails?
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Learn more about why banks fail, how FDIC insurance works to help you recoup your money, and how to protect your finances.