WEEKLY
WRITINGS

FINANCIAL
PLANNING

MarKETS

All

Allow our words to help guide your financial journey

Welcome to the WINDERMERE blog

read more

With open enrollment season approaching, I was talking with a client about health care coverage and the accounts that are offered to help fund health care costs. Under her health insurance plan, she has the option to use a Flex Spending Account and under her husband’s plan, he can use a Health Savings Account. We […]

Client Question: Flex Spending & Health Savings

November 8, 2023

read more

When discussing the upcoming annual enrollment season (the time of year when employees need to elect various health care and employee benefit elections), a client recently asked for a refresher on Health Savings Accounts (commonly known as HSAs). These are very powerful tools – both for health care costs as well as for long-term investing […]

Client Question: Health Savings Accounts

September 8, 2022

SUBMIT FORM

Not sure what step to take next?  No problem -send us a message using this form and we'll be in touch soon to figure it out - together

Reach out

Hope to hear from or see you soon. In the meantime, travel on!

FOLLOW ON INSTAGRAM

Your message has been sent. We'll be in touch shortly.

Thank you.

Follow us on Instagram

@windermerewealth