by Joe Allaria CFP®, MBA | Dec 29, 2021 | Article, Portfolio Management, Risk Management
Health Savings Accounts: A Best-Kept Secret? Key Takeaways: A Health Savings Account (HSA) is a tax-advantaged account that lets you contribute pre-tax, grow money tax-free, and take tax-free withdrawals for qualified medical expenses. To use an HSA, you must be on a...
by Joe Allaria CFP®, MBA | Dec 11, 2021 | Article, Tax Planning
Charitable Donations Using Stock, Not Cash Key Takeaways: Donating appreciated stock directly to charity lets you support causes you care about while avoiding capital gains tax on those shares. You can replenish your investment account with cash you would’ve donated...
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