Valentine’s Day is a time to celebrate love and reflect on how it influences every part of your relationship - even finances.  Choosing to keep them separate is a rising trend, let’s discuss.

Wait until December, you risk falling into the apathy and distractions common from Thanksgiving to the New Year. Do you want that for your finances?

Open enrollment can be perplexing for many is analyzing High Deductible Health Plans (HDHP) and their tax savings counterpart, Health Savings Accounts (HSAs).

Retirees view risks differently, but the greatest risk is behavioral. Let’s discuss a sustainable and tax-efficient approach to retirement distribution strategies.

Starting the New Year with the same old resolutions? Let’s recognize questionable resolutions, including three destined for failure, plus what should be considered for successful planning outcomes. 

Now that you’ve had some time apart, it’s time to have an honest with your taxes.

Top 10% earners in their 30’s and 40’s believe they’ll earn considerably more in their 50’s. Don’t plan on it.

Resolutions to improve your financial situation similar to one’s made last year? Here’s how and why to consider actions and timeframes, instead of focusing on desired outcomes.

While 2022 has been a challenging investment environment, it has been a fantastic year to see the benefits of executing financial plans over the past few years. 

Over past year, health insurance prices have increased 3X to US inflation. It’s time to fully understand HDHP, HSA and how to do your cost/benefit analysis.

If your wealth is tax-deferred retirement accounts, your taxes in retirement will be more than you realize.

How to make financial resolutions that lead to successful planning outcomes.

HSA can offer “triple tax benefits”: tax-free contributions, tax-free earnings, and tax-free distributions.

Reconcile tax planning strategies for the current year while positioning for the year ahead.

May be good reasons to change jobs or quit, best to remove emotions and seek validation before resignation.

A family with childcare in 24% tax bracket may save an extra $1,980 in taxes due to new legislation, but must act now.

Your just completed taxes are telling you how to save money in 2021 and beyond, are you listening?

Instead of talk of the future, act on the constants - change and time.  

Putting off your health or planning over fear isn’t the “new normal”.

CARES Act legislation impacting 2020 tax laws, provisions and deadlines.