The Basics of a Health Savings Account

Matthew J. Mancini, CFP®, ChFC®, AEP® |
Wealth Planning
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A health savings account (HSA) is a tax-advantaged way of saving for health care expenses now and in the future. The contributions you make to an HSA are income-tax-free, the growth and earnings are tax deferred (or tax-free), and the distributions are tax-free, provided they are used for a qualified health expense. A health savings account is also a portable account, meaning you own and control it, and there are no “use-it-or-lose-it” provisions.

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Building a Strong Foundation for Your Financial Plan

Bradley R. Crockett, CFP®, CEPA™️ |
Wealth Planning
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Having a well-built plan can allow you to optimize opportunities as they emerge.Financial planning is a process, and one that should be built from a solid foundation.With the right plan in place, you can help provide stability and protection for your loved ones now and in the years ahead.It may be an excellent time to examine opportunities to optimize your financial planning based on changes in today’s economic environment.

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