
How Joe Biden’s Tax Proposal Would Impact High Net Worth and High Income Individuals
As we enter the last month of the general election, we thought it would be important to review Joe Biden’s tax proposal and the impact it would have on many of our clients. While there are many parts to his tax proposal that have been laid out, this blog will focus on some of the most impactful areas to individuals.
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HSAs: The Holy Grail of Tax and Retirement Planning?
Just as the Holy Grail has become a legend, so has this financial solution, which offers you compelling tax advantages. A Health Savings Account (HSA) offers just that. And if you meet the qualifications to contribute to one, you can also be a beneficiary of one of the most powerful retirement planning solutions out there.
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Seeking Better Alignment of your Money to your Goals? Try Values-Based Saving
Just like in values-based budgeting, values-based saving starts with defining your core values. There are many different resources that you can use to help define your core values; however, unlike values-based budgeting, values-based saving requires you to look forward rather than backward.
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