Featured Article

Tax Advantages of a Health Savings Account

Heather Jordan  – April 10, 2023
Health savings accounts (HSAs) have been around for nearly two decades, but many people are unfamiliar with them and the benefits they offer. This article is an overview of how ...
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Featured Article

Get Your Tax Refund Working 24/7

Heather Jordan  – April 07, 2023
Like many taxpayers, you may receive a large tax refund at tax time every year. Unfortunately, that refund is not a gift to you from the IRS: It simply means that you had too much ...
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Featured Article

Tips on Tax Planning

Emerj360  – March 07, 2023
You may not think about taxes often, but they can prove to be a large expense. That’s why it’s important to make the most of any opportunities you may have to lower your tax ...
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Featured Article

Saving For Retirement: How Much Should You Save?

Heather Jordan  – December 15, 2021
Are you wondering how much money you should save for retirement each year? Get a rough idea of what you should expect to put away. Whether you’re nearing your 50s, or you’re ...
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Financial PlanningRetirement
It’s Not a Windfall, It’s Your Savings
Brett Sebion, Financial Coach  – May 02, 2023
What happens to the money in your retirement plan account when you switch jobs? That’s up to you. Typically, one of your options may be to take your savings in a single sum. Sounds like a windfall, right? Wrong. Here’s why you should think long and hard about cashing out your retirement savings. Less Money […]
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How Much Does a Financial Advisor Cost In 2023?
Emerj360  – April 28, 2023
According to a Harris Poll survey, 60 percent of respondents had no idea how much they were paying in fees or how the fees were charged on all their financial accounts. It might sound surprising, but advisors or other financial consultants can be compensated in a number of ways, which can make understanding or talking […]
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Spending Less on Your Getaway
Heather Jordan  – April 21, 2023
Want to go on a relaxing, enjoyable vacation this summer without breaking the bank? Here are some ways you and your family may be able to save money while getting away from it all. Visit National Parks Traveling to a national park can be a good way to experience some of the country’s most beautiful […]
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Financial Planning
Tax Advantages of a Health Savings Account
Heather Jordan  – April 10, 2023
Health savings accounts (HSAs) have been around for nearly two decades, but many people are unfamiliar with them and the benefits they offer. This article is an overview of how they work, who is eligible for them, and what tax advantages they provide. An HSA is essentially an interest-bearing, medical savings account that you can […]
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Financial Planning
Get Your Tax Refund Working 24/7
Heather Jordan  – April 07, 2023
Like many taxpayers, you may receive a large tax refund at tax time every year. Unfortunately, that refund is not a gift to you from the IRS: It simply means that you had too much income tax withheld from your wages and the IRS is returning the amount you overpaid. By having too much withheld, […]
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Wondering What to Do With an Old IRA or 401(k) Account?
Emerj360  – April 04, 2023
Did you know? There are an estimated 2.8 million 401(k) accounts forgotten each year. Some will eventually be reclaimed or liquidated, but rolling over funds can help simplify your finances and ensure your funds don’t become part of that 2.8 million. Funds can generally stay in a 401(k) plan sponsored by a former employer, but […]
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