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Tax Advantages of a Health Savings Account
Heather Jordan  – February 09, 2024
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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2024 Tax Guide: Quick Takes for the New Year
Emerj360  – February 02, 2024
View the 2024 income tax brackets, long term-capital gains tax rates and insights on some factors that may impact your tax situation in this guide. 2024 Federal Tax Provisions 2024 Federal Income Tax Brackets for single filers, heads of household, married filing jointly, and Trusts and Estates. (Click the chart to enlarge it.) Long-Term Capital […]
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Getting Financially Ready to Become a Stay-at-Home Parent
Heather Jordan  – January 23, 2024
Many parents may have, at some point, considered the pros and cons of having one parent take a career break to care for their children full-time. The thought of switching from a family where both parents bring home salaries to a single-income family can be intimidating to many parents. The reality is that the move […]
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Is Your 401(k) Plan Doing Duty as an Emergency Fund?
Brett Sebion, Financial Coach  – January 19, 2024
There has been a significant increase in the number of workers tapping into their retirement plan accounts to help pay living expenses and large unexpected bills. The steep rise in the cost of living has put many workers under financial pressure and many, lacking an emergency fund, resort to taking loans or hardship withdrawals from […]
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Financial Strategies for the New Year
Heather Jordan  – January 08, 2024
For many, the beginning of the year signifies a fresh start, and since it’s the season of New Year’s resolutions, it’s the perfect time to revisit your financial plan and find new strategies to boost your finances. Goal setting is an important exercise to prepare for the year ahead, and setting financial objectives can help […]
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Webinar: 2024 Tips and Limits to Optimize Your Financial Future
Emerj360  – January 03, 2024
Start the year off on a strong financial note! Watch the recap from our first webinar of the year as Heather Jordan, CFP®, MBA, discusses new limits for 2024 and some insightful tips for the new year. New limits we will cover may impact your IRA, HSA, 401(k) account, or your annual gifting strategy. We’ll […]
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