Why you should consider an HSA now Health Savings Accounts ("HSAs") have been around since 2003; however, based on my observations, these types of accounts are not widely used. With the focus on health insurance the past few years, now is a good time to consider the use of an HSA. If you qualify to contribute to an HSA and have the cash flow, they are a really great tax saving and investment vehicle. What is an HSA? An HSA is a type of accoun..
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If there is one theme that I see in working with entrepreneur clients, it is their struggle to manage their business while properly structuring their business and financial plans. When I use the term "Wealth Plan," I am not just referring to how you invest your money. As a wealth manager, what I mean by "Wealth Plan" is the integration of the business structure, income taxes, retirement plans, personal investments, insurance and estate planning. ..
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