All about HSAs – Part 2 of a 3-Part Series

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...

All about HSAs – Part 1 of a 3-Part Series

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...

WOW – What just happened??

If you looked at the headlines over the past week, you probably expected the stock market to be down.  We have ongoing conflict in the Middle East. Oil prices have been volatile. Interest rates remain elevated. Inflation is still a concern. And every day seems to...