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 …
Health Savings Accounts
A Checklist for Preparing to File Your Taxes
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 …