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 ByThe IRS has announced that in 2022, the estate and gift tax exemption will be increased to $12,060,000 per individual, up from $11.7 million in 2021.
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).
Posted ByPlanning for a divorce is a difficult task due to the psychological and financial complexities. There are items you can consider preemptively to enter into the divorce process more prepared. This checklist should provide you with various things to think about prior to planning for a divorce.
Posted ByWhen a spouse or loved one passes away, there are several things to do. First and foremost, it is important to grieve and allow yourself time to heal. This checklist outlines some items to consider when a spouse or loved one has passed away.
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How to Stay Safe from Cyber Crime and Identity Theft - Schultz Financial Group Inc.
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Schultz Financial Group hosted a webinar on the topic of How to Stay Safe from Cyber Crime and Identity Theft. Our guest speaker was Jeff Lanza who is a cyber security and identity theft expert who wa...
To Enjoy Life More, Embrace Anticipation
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Looking forward to something can be almost as good as experiencing it.
7 Books Every Serious Entrepreneur Needs to Read
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Reaching the next level as an entrepreneur means becoming smarter and more effective.
Are You Concerned About Investing in a 529 Plan?
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While there is no one financial tool that works in every case, here are a few responses for the most common 529 plan concerns.
Chef Thomas Keller on Finding Professional Success After 40
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The chef worked in kitchens for over 20 years before buying The French Laundry—and has a secret hack for ordering In-N-Out fries.