Aug 6, 2026 | Weekly Wrap-Up
One of the most common questions I get from clients is: “What budgeting app do you recommend?” My answer usually surprises them. I still use Excel. Yep… good old-fashioned Excel. After more than 35 years in financial planning, I’ve found that...
Jul 30, 2026 | Weekly Wrap-Up
The recent changes to federal 529 plan rules have generated a lot of excitement—and a lot of confusion. We’ve already had clients ask, “Great! So I can take $20,000 per year out of my 529 plan for my child’s private school tuition completely...
Jul 23, 2026 | Weekly Wrap-Up
Using an HSA for Medicare, Long-Term Care, and Other Premiums You can use HSA funds for certain insurance premiums, including Medicare premiums after age 65 and qualified long-term care insurance premiums, but with specific rules and limits. Medicare Premiums Once you...
Jul 18, 2026 | Weekly Wrap-Up
6 Ways to Maximize Your HSA Contributions in 2026 Key Takeaways Find a qualified HSA trustee, such as a bank, credit union, or insurance company, to set up your account if you don’t already have one. Contribute the maximum annual amount and receive your...
Jul 9, 2026 | Weekly Wrap-Up
9 Out of 10 HSA Owners Are Missing a Tax Break That’s Even Better Than a Roth IRA Some savers use HSAs for current expenses, while others invest the balance for the future. Key Takeaways Most health savings account holders use the accounts to cover current healthcare...
Jun 25, 2026 | Weekly Wrap-Up
Politics aside, a new savings vehicle is about to enter the financial planning world, and it’s worth understanding. The newly created Trump Account is generating plenty of headlines because of the government’s $1,000 contribution for eligible newborns....
