Planning Matters.

HSA vs. FSA – Which is Better?

We’re putting two of the least-understood employee benefits in a head-to-head contest. Last week, we covered the pros and cons of the Flexible Spending Account (FSA). This week, we’re giving equal time to the newer, even less understood Health Savings Account (HSA).

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HSA vs. FSA – Which is Better?

These two healthcare savings options are frequently misunderstood, confused with one another, and under-utilized. Don’t overlook the opportunity to participate in either one, if you have the option available, as they can be great tax and retirement savings vehicles. Let’s take a look at each one more closely.

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Another Day, Another Data Breach

The credit reporting agency Equifax announced last week that the Social Security numbers, birthdates, address histories, and other information of up to 143 million people may have been leaked in a massive data breach. Because of the size of the data breach, it wouldn’t be unwise to assume your information has been compromised.

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Have I done all I can?

Plan for the best, prepare for the worst. In our case, braving the hurricane. Our daughter lives in Texas. Last week, after her summer visit, we watched her head back to Houston on the red eye. It was the day before Hurricane Harvey.

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Bring Everything With a Number on It!

Have you ever wondered why we always ask you to bring so many documents when scheduling an appointment?

-Current tax return
-Recent paystub(s)
-Current investment statements
-Retirement plan information
-Life insurance and Long-term care policy information
-Current Mortgage statement
-Social Security estimate of benefits statement
-Bank Statements
-A list of questions and goals

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