Fiduciary financial planning and investment services
Saunders, Laura (May 29, 2025).WSJ: Big Tax Breaks for Health Savings Accounts Get Even Better in the GOP Bill [gift link].
Health Savings Accounts (HSAs) have triple tax advantages: tax-free contribution, tax-tree growth and tax-free withdrawal. With 60+ million Americans already having HSAs, the GOP bill could further expand access to 20 million more.
Gail MarksJarvis (Jun 8, 2025). WSJ: Three Big Medical Costs That Retirees Often Underestimate [gift link].
Uncovered drugs, remote retirement location and concierge medical care can increase medical costs for retirees.
Saunders, Laura (Feb 28, 2025). WSJ: Protect Yourself From Tax Identity Theft. Here’s How I Did [gift link].
During tax season, a fraudster uses a real person’s info to file a tax return and pocket the refund. To prevent these frauds, IRS recommends obtaining a 6 digit Identity Protection PIN (Identity Protection Personal Identification Number).