Hacks for Your Health Savings Account

Pearl Planning Hacks for your Health Savings Account, HSA

More often in recent years, we have found ourselves talking to clients about the value of a Health Savings Account (HSA). HSAs can be a valuable tool to help prepare for unexpected medical expenses or even to cushion healthcare spending in retirement. In addition to being a great option for those in a high deductible insurance…

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A Checklist for Preparing to File Your Taxes

Tax time tips from Pearl Planning

As the tax filing deadline approaches, you may find yourself asking, “Are there any last-minute tasks to complete prior to filing my taxes?” We have put together a complete checklist to make sure you remember to complete all of the essential items before you file. Do not forget any last minute 2021 contributions to your…

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