Maximize your 2026 benefits—choose between traditional plans or HDHPs with HSAs to save money now and grow your savings for the future.

Like all things with Washington, OBBB has the good, the bad and the political virtue signaling - let’s review the 5 areas of broadest impact from a financial planning perspective.

Here are five essential financial indicators to assess this month and how to act on what you find.

As Father's Day approaches, it's time to pause and express gratitude for these silent architects of our lives.

Many use Frugal February as a month to not spend. While noble, how sustainable is this for improved outcomes Instead, let’s discuss actions that provide yearlong benefits plus a better time to start. 

Over past year, health insurance prices have increased 3X to US inflation. It’s time to fully understand HDHP, HSA and how to do your cost/benefit analysis.

HSA can offer “triple tax benefits”: tax-free contributions, tax-free earnings, and tax-free distributions.

Reconcile tax planning strategies for the current year while positioning for the year ahead.

Turn down the hyperbole, 2020 offered great opportunities to refinance, save, invest, WFH, and focus on your why.

How to have open discussions about finances for a healthy relationship.

Instead of talk of the future, act on the constants - change and time.  

A plan is not a buy-and-hold investment, it needs to be dynamic as you evolve.