How to not pay capital gains tax (Opportunity Zones)If you’re fortunate to have an imbedded capital gain, either from company stock or other investments held during the last decade...
Flex Spending Account vs Health Savings AccountIt’s that time of year you can elect your benefits through work. Your employer may offer a Health Savings Account (HSA) and/or a Flexible...
Market analysis: the wake of rising ratesGlobal markets sold off last week, effectively erasing gains so far this year. This comes in the wake of increasing U.S. Reserve rates,...
Preparing for open enrollmentIt's almost that time of year when you can opt-in for for benefits through the Affordable Health Care Act or for group benefits through...