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July 2023

Health Savings Account (HSA): The Ultimate Tax-Efficient Savings Vehicle

Discover the often untapped opportunities that health savings accounts (HSAs) can offer! With their significant tax advantages and potential for long-term value, Jason discusses the key differences between HSAs and flexible spending accounts (FSAs), including eligibility, contribution limits, carryover, ownership, and investment options. Learn how your HSA can become an integral part of your financial plan.
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Dual Income, No Kids? What DINKs Can Do With Extra Money

What could you accomplish by living on one income? With some mindful budgeting and other lifestyle changes, childfree couples can live on one salary. If you were able to save half of your household income, how would you utilize the extra money? Explore ideas on how DINKs can optimize and save one of their household's incomes to achieve their goals.
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