Schedule your free, 30-minute Zoom or in-person financial planning session on May 8.

Kimberly S. Baker, CFP®

Employee Benefits

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).

Couple walking down a busy street.
Estate Planning

Who Can You Trust with Your Trust?

Here’s a scenario: you’ve taken all the steps to get your estate in order, including the establishment of a trust that will benefit your children until they are old enough to handle a substantial sum. Since the success of a trust depends on the trustee(s) you choose to manage it, how do you decide who should fill this role?