Health Savings Accounts (HSAs) pack more tax-planning punch than you might guess at a glance. Being triple tax-free and seeing we still need to be saving for significant medical expenses in our old age despite Medicare, HSAs should be part of your planning now.
Listen to Jeffrey Levine, Buckingham’s Director of Advanced Planning, who also happens to be one of the financial and tax minds that the entire country turns to in order to better understand the impact that the new national stimulus package will have on you personally.
Why in the world is the stock market doing so reasonably well during the COVID-19 pandemic, while the success of so many small and large businesses, in many sectors, seem to be doing so very poorly or even shutting down entirely? How is this possible?
While we prepare for a fresh start in 2021, here are six financial tips and best practices for year-end 2020 and beyond, none of which require any heavy lifting.
Even if you’ve created durable wealth for a desirable transition, what else can you do to secure your second-act lifestyle? You have always had great success in your professional life. You need to know not only how to build wealth, but how to maximize wealth for the “retirement” you envision.
Gifting an experience to a child or grandchild allows them to participate in the excitement of a holiday or birthday while also enabling them to better remember these events in the future.