Kiplinger published on January 5 an article by Kevin Webb, CFP, about using HSA accounts to fund retirement. Déjà vu: Our July 5, 2016 Blog Discussed this Strategy. When financial advisors … [Read more...] about Retirement Planning – Health Savings Account (HSA)
Wealth Preservation Strategies
Get Your Umbrella (Policy) Before Disaster Strikes
Umbrella Policy Is Helpful When You Are Sued and the Dollar Limit of your Original Policy has been Exhausted Background If you are sued and the dollar limit of your homeowner’s or general … [Read more...] about Get Your Umbrella (Policy) Before Disaster Strikes
Why Holding Real Estate in a C Corporation Is a (VERY) Bad Idea
Classic Example of Double-Taxation with C Corps Holding real estate in a C Corporation (or an LLC taxed as a C Corporation) is generally a very bad idea from a tax perspective. Let’s … [Read more...] about Why Holding Real Estate in a C Corporation Is a (VERY) Bad Idea
Planning for College Tuition
If you are a parent with young children, it is never too early to begin to save for the high cost of a college education. Here are two popular tax-favored programs you can consider. Keep in mind that … [Read more...] about Planning for College Tuition
US GOVERNMENT INCREASING ODDS THAT YOUR IDENTITY WILL BE STOLEN?
Effective in 2016, health insurance companies will be required to provide to every individual who received minimum essential health care coverage in the 2015 calendar year with Form 1095-B, Health … [Read more...] about US GOVERNMENT INCREASING ODDS THAT YOUR IDENTITY WILL BE STOLEN?
IS YOUR FINANCIAL ADVISOR WORKING IN YOUR BEST INTERESTS . . . OR HIS?
Do you know if your financial advisor is working for you? Before you assume that is the case, do you understand the difference between “fiduciary” and “suitability standards”? The Obama Administration … [Read more...] about IS YOUR FINANCIAL ADVISOR WORKING IN YOUR BEST INTERESTS . . . OR HIS?
