Tax-free growth with an HSA
When most of us think of retirement planning we think about our 401(k)s or IRAs. We don’t typically think about a Health Savings Account...
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Wayne Jordan
- May 25
Today's Crisis: the debt ceiling
Today’s crisis is the debt ceiling. Will Congress and the President strike a deal to avoid a US government default? They’ve raised the...
Wayne Jordan
- May 17
Stop logging in so much
I’ll admit it. I check my investment accounts too much. I know I'm not alone. There are a lot of people who like to stay well-informed on...
Wayne Jordan
- May 11
Do I owe taxes when I sell my house?
Home prices in the US are up 32% on average over the last 3 years (according to Redfin) so there are a lot of homeowners sitting on big...
Wayne Jordan
- May 5
Rainy Day (Funds) Looking Brighter
Hopefully you’ve got a rainy day/emergency fund set aside for unforeseen expenses. Throughout the past decade with super-low interest...
Michael Dayoub
- May 4
Doctors offices offering credit cards for payment?
None of our clients have asked me about credit card offers from their healthcare providers. They sometimes are offered payment plans and...
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