Financial planning with certified financial advisor

Financial Planning Perspectives: Benefits of Health Savings Account

By John Jespersen Financial Planning Focus: Benefits of Health Savings Account HSAs provide a triple tax advantage HSAs are more flexible than Flexible Spending Accounts (FSAs) HSAs are a great way to budget for out-of-pocket healthcare expenses Health Savings Accounts (HSAs) are tax-advantaged savings and investment accounts available for those with high-deductible health care plans. Some of the main features …

Market insights to aid in financial planning

Market Insights

By Eric Wymore CRPS ESG Investing: What does it mean and is it important. The flavor of the month or the future of investing? First lets start with a high level overview of what ESG investing means. ESG stands for Environmental, Social, and Governance. The Environmental portion takes into account climate change and risks, natural resource scarcity, pollution and deforestation. …

Quarterly review of financial planning assets

Quarter in Review

By Jeb Graham CFP The first quarter of 2019 has come to a close. Following the fourth quarter of 2018, the market was due to bounce back from a rough quarter, and it did exactly that. The major market indexes are all up for year so far and have come close to returning to all time highs. While this is …