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Why Health Savings Accounts (HSAs) Aren’t Always Worth The ‘Triple Tax Savings’ Advantage

Nerd's Eye View

Which means that financial advisors, with their knowledge of clients' personal and financial circumstances, are uniquely positioned to evaluate these tradeoffs and help clients balance healthcare costs and savings to align with their financial plans.

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Investing is the Study of Human Decision Making

The Big Picture

Most people believe that investing is the science of generating a return on capital. At its heart, investing is a problem-solving exercise , filled with opportunities that reveal the errors we all make. This should be reflected in how we invest. That is an accurate but incomplete assessment. – “ Future ” demands optimism.

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Investing For Nonimmigrant Visa Holders: Understanding Visa Types, Investment Challenges, And Tax Implications

Nerd's Eye View

Like native-born workers, foreign workers need to think about saving for retirement, planning for their children’s college, managing healthcare costs, and all manner of other financial goals. on a ‘temporary’ visa. However, the system in the U.S.

Taxes 246
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Healthcare Costs Can Shock Retirees

MainStreet Financial Planning

A 2024 study of potential retirees funded by Fidelity Investments found that they were retiring four years before they planned. Spend a huge amount of their savings on healthcare premiums and deductibles/co-payments? Latest estimates for retiree healthcare expenses exceed $243,000 over a retiree couple’s lifetime.

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13 Must Reads for Real Estate Investors (Oct. 2, 2023)

Wealth Management

Active managers increased allocations to the healthcare, residential and data center sectors in the second quarter, according to Nareit analysis. These are among the must reads from the real estate investment world to kick off the week.

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A Gameplan for Healthcare Investing Amid Policy Uncertainty

Advisor Perspectives

In the report, Portfolio Managers Andy Acker and Dan Lyons say that despite growing policy uncertainty, plenty of healthcare companies have managed to put up big returns.

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Healthcare Uncertainty Demands Investment Plan

Advisor Perspectives

With the House passing of The Big Beautiful Bill, the challenges facing chief financial officers and treasurers across health-care systems are likely to grow. The proposed cuts to reimbursements will have varying impacts across organizations depending on their payer mix.