Archive for October 2021

The Unique Advantages of Health Savings Accounts

You’ve probably heard the term “Health Savings Account” or “HSA” before. What is it? Why is it valuable? In this video, we’ll discuss the unique advantages it can have for you and your family. What is a health savings account and how do you qualify? A health savings account (HSA) is a tax-advantaged savings account…

Read More

The 2021 Child Tax Credit: An Overview

Every year, the Child Tax Credit reduces the tax liability of American parents. If it lowers their tax burden below zero, it can even put money in their pockets. The credit’s size increased following the Tax Cuts and Jobs Act of 2017. And now, thanks to the American Rescue Plan Act of 2021, it’s even…

Read More

4 Risks That Can Impact Your Retirement

Even with careful planning and diligent saving, some parts of retirement planning are out of your control. Here’s a look at four common retirement risks and how to address them. 1. Longer Life Expectancy There are many benefits to living longer, but it also means carefully considering strategies to avoid outliving your savings. You are…

Read More