I received two questions about health savings accounts (here’s a prior post on the account basics) These are powerful accounts – both for near-term health spending or as an added tax advantaged savings account – so let’s look at the questions that arose. Eligible Expenses If you are able, it is a wise move to […]

In talking with a client this week, I learned that he has not completed his estate planning as I have been recommending for a while now. He recently got married and is expecting a child, so the establishment of these documents is more important than ever. He certainly appreciates and understands the importance of this […]

If you are a loyal reader of this weekly column, you are keenly aware of just how much there is to know and remember when it comes to your financial journey. The minute you think you’re caught up, you learn of another task you need to address! On this week’s list of things you need […]