Financial Planning

Death by Comparison

Most of us are familiar with the negative impact stress has on our health. We are also familiar with the common causes of stress: troubled relationships, busy schedules, demanding work environments, etc. New research shows an additional cause of stress related to money: relative socioeconomic status. Socioeconomic status can be measured two ways. We can…

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The $80 Billion Voluntary Tax

Taxes are due soon. But there’s one tax that gets paid all year long. Brian shines some light on its dark repercussions.

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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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Tuition Paid & Lessons Learned

Millennials are now the largest generation in the US and the most represented age group in the workforce. I’m one of them. We are starting to save and invest in stocks, real estate and other markets, which is great news. Everyone benefits from a new generation of buyers as the baby boomers retire and become…

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