Mulling Over Money Matters
As we approach the new year, we can think about actions we can take to help with next year’s taxes as well as better support our retirement prospects. Most companies’ open enrollment season for benefits just concluded; you may have seen in your summary of employee options a Health Savings Account (HSA). What is an HSA? Not only is it a tax-deductible account you can use to save money into to cover medical expenses tax-free; it’s also a tax-deductible account read more
Dr. Atul Gawande wrote a fabulous book a number of years back about the benefit of building checklists and how they can eliminate mistakes in all sorts of situations from the operating theatre to flying a plane. The thrust of the philosophy is that breaking a process down into its individual parts helps to both make the process more efficient and to lower the stress level by taking us out of our heads and helping us to focus on putting read more
Here we are – counting the days until all the Alexa(s) / Siri(s) / Ring(s) of the nation network together to either help keep us safe or take another step towards electronic dominance. It’s definitely a glass half full sort of philosophy. Along the theme of glasses half full, let’s talk appreciated holdings in our non-IRA accounts for just a minute (OK, that was a rough segue but is there a better way to jump into the topic?). With the read more