Injured PiggyBank Med

By: Harris Financial Advisors | On: September 12, 2017 | Category: Insurance, Long Term Planning | Tags: HSA, retirement, tax, Tax Advantage

4 Reasons an HSA Can Be Good for Your Financial Health

If you haven’t heard of health savings accounts, or HSAs, now is a great time to learn. An HSA allows for tax‐advantaged savings that can be used to pay for medical expenses now or in the future. In order to qualify for an HSA, you must be enrolled in a high‐deductible health insurance plan. High deductible insurance plans offer low premiums in exchange for the insured person or family taking on high deductibles.

Eclipse Capture

By: Harris Financial Advisors | On: September 1, 2017 | Category: Retirement Savings | Tags: 401(k), eclipse, planning

Retirement Planning: An Astronomical Event

Recently, I had an opportunity to help a new client with a strategic financial plan. When she came to us, she shared with us that she felt pride in what she had accomplished in life in raising her son and in her career. Yet, she felt uneasy and anxious about what was yet to come, and she could not tell from her company’s retirement statement if she would be able to travel as she wanted to do in retirement.