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).
Posted By
How We Age—and How Scientists Are Working to Turn Back the Clock
www.advisorstream.com
Insights into the underlying mechanisms of aging are revolutionizing the hunt for longevity treatments.
The Argument For Saying, “Thank You!” - Why You Should Celebrate World Gratitude Day
www.advisorstream.com
It’s a transformative metaphor: Show gratitude in your life and you will reap amazing rewards.
‘Live to 100: Secrets of the Blue Zones’ Review: Lessons in Longevity
www.advisorstream.com
Netflix’s documentary series follows host Dan Buettner as he travels around the globe to places where a surprising number of people live for a century or more, from Singapore to islands in Greece an...
The Moves Wealthy Families Are Making to Skirt Estate Taxes
www.advisorstream.com
Dynasty trusts can shield wealth before the Trump tax cuts expire.
The Best Brain Foods to Help You Stay Focused All Day Long
www.advisorstream.com
You could be working smarter. Snack your way to improved mental clarity and defeat the dreaded 3 p.m. crash.