Fortune Financial

FEBRUARY 28, 2023

The growth within an HSA isn’t taxed All interest earned along with investment gains in your HSA is 100% tax-deferred , meaning the funds can grow without being subject to taxes unless used for non-eligible medical expenses. By investing a portion, you can potentially grow your funds tax-free.

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Fortune Financial

SEPTEMBER 29, 2022

In our planning with clients, we like to employ a “pay yourself first” approach, especially as it relates to retirement planning. You may have been contemplating starting contributions to a retirement plan, or you may have been contributing small amounts and are worried that you are behind in the game.

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WiserAdvisor

MAY 3, 2023

A financial advisor can help you understand how to factor your health into your financial planning. This article will further explore how health issues can impact your finances and investments that can help you target health-related expenses. What is health or medical financial planning? Medical inflation rose 2.3%

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