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Insightful Articles

To Keep You Informed

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Quick Take: A Note on the New Tax and Policy Bill

Congress recently passed a sweeping tax and spending policy bill with lots of long-term implications. Much of the news coverage has focused on its difficult legislative path and the potential political, economic, and social consequences. But like many people, you’re probably wondering what this new legislation means for you and your family. The full answer depends on the makeup of your family and the unique details of your finances. We will spend time with each of our clients individually to plot out specific courses of action. In the meantime, we want to highlight a few immediate implications worth considering:

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Client Question: Should I Be Using a Health Savings Account?

Choosing a health care plan at work can be a bit of a headache—charts comparing premiums, copays, and deductibles aren’t exactly light reading. One option you might have encountered in this process is the high-deductible health plan (HDHP). The name might sound intimidating. After all, who really wants to pay high deductibles? But when paired with a health savings account (HSA), an HDHP can be a powerful tool to help you save for your health care now and your future.

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Client Question: How Can I Give My Kids a Head Start on Investing?

The earlier you start investing, the better. You’ve heard this advice before, and hopefully it’s helped you make some smart financial moves. But there’s one group that may not yet know this bit of investing wisdom: the kids in your life. Whether you have kids, grandkids, or nieces and nephews, these youngsters have an enormous asset on their side: time. Helping them get an early start with investing can give them a huge financial boost. The good news is that there are a lot of ways you can help set up the next generation for financial success. Let’s explore some options.

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