Month: February 2019

HSA: A Healthy Way to Save

One of the most underappreciated tools in tax planning is the Health Savings Account (HSA). The HSA was created in 2003 as a way to provide tax benefits for Americans who want to set aside funds for future healthcare expenses. There are many benefits to having an HSA besides helping pay for medical services. They…

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Clearing Up Tax Refund Confusion

As if tax refunds weren’t already a misunderstood area of personal finance, politicians and media outlets are adding unnecessary anger and confusion to them. Tax refunds are really quite simple. If you overpay funds to your state or the US Treasury, you are entitled to a refund upon filing your taxes. Refunds are not a…

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