Word to the Wise


Word to the Wise – November 2017

Year-End Tax Checklist As the year draws to a close, there are several tax-saving ideas you should consider. Use this checklist to make sure you don’t miss an opportunity before the year is out. Retirement distributions and contributions. Make final contributions [...]

Word to the Wise – August 2017

Download in PDF Your HSA as a retirement tool – the facts Health Savings Accounts (HSAs) are a great way to pay for medical expenses, and since unused funds roll over from year to year, the account can also provide [...]