Posted 3 months Ago
What’s Covered, What’s Not by an HSA (Health Savings Account)
What’s Covered, What’s Not by an HSA (Health Savings Account)

Why It Matters: A health savings account (HSA) can offer great tax benefits, but it can’t be used to pay certain expenses. Knowing what ... More

1679
Posted 2 months Ago
Medicare Costs in 2017
Medicare Costs in 2017

When the rates that seniors pay for Medicare in 2017 were set last year, the good news was that costs stayed relatively stable for many ... More

1230
Posted 2 months Ago
FSAs & HSAs: Why Clients Should  Plan Early
FSAs & HSAs: Why Clients Should Plan Early

Why It Matters: When it comes to FSA and HSA, miscalculations can be costly. 53% of Americans are already stressed over finances. Your ... More

321
Posted 5 months Ago
9 Mother’s Day Gifts to Help Mom Relax
9 Mother’s Day Gifts to Help Mom Relax

Americans are more stressed out now than they have been in the past decade, which means we all need time to relax and take care of ... More

489
Posted 5 months Ago
The Importance of Emergency Funds
The Importance of Emergency Funds

As you know, an emergency fund should be a part of any good financial plan. While your clients focus on longer-term goals, it’s always ... More

405
Posted 5 months Ago
Swimsuit Season for the Wallet
Swimsuit Season for the Wallet

Why it matters: It’s easy to let clients slip into bad habits, but each client visit is an opportunity to make sure everything is ... More

303
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