HSAs: The Triple Tax Break You're Probably Missing
If you’re eligible, the HSA is one of the smartest, simplest ways to lower taxes today and strengthen your financial future.
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Big Beautiful Bill Breakdown: 6 Ways to Keep More of Your Money
6 Tax Hacks for 2025 and Beyond
Why We’re Big Fans of HSAs, and You Should Be Too
HSAs are like a secret weapon for long-term healthcare planning (and stealth retirement savings). Don’t let yours just sit there earning pennies — let’s put it to work.
The Truth About Taxing Unrealized Gains
Taxing unrealized gains means taxing something before it is sold. Kamala Harris’s proposal to tax unrealized gains is designed to target the “Buy, Borrow, Die” users and not individual investors.
Retirement Planning for Freelancers
This blog will include tips and information about retirement planning for freelancers, including the different plan options and some tips to help freelancers save for retirement.
Can An AI Help Me Plan My Retirement?
This blog will talk about the use cases and limitations of AI with regard to financial planning and emphasize the fact that human financial advisors are still far superior to AI.