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    1. The New 2024 Health Savings Accounts (HSA) Limits Explained
      A Health Savings Account, often called an HSA, allows you to pay for some medical expenses with tax-free money.
    2. 3 Financial Tools We Should All Be Thankful For
      The holidays are a great time to take stock of the things that make life worth living -- family, friends, and the hobbies we enjoy. They're also an ideal time to express gratitude for the tools that make our financial lives easier. Here are a few in particular that are really worth celebrating. 1. 401(k) plans Saving f
    3. 7 Financial Tips For New Grads
      One of the most common things I often hear from people is how much they wish they had learned about financial wellness when they were younger. I particularly think about this with all the new college grads this year. There are a lot of things I’m glad I knew back then and a lot more I wish I knew. Here are a few financ
    4. Deciding What To Do With The 401(k)s You Left Behind
      If you’ve changed jobs throughout your career, chances are you have at least one or two 401(k)s with former employers. If you’re like most people, you’ve probably been unsure about what to do with that money and just left it in the plans. Now that time has passed and your financial decisions are more deliberate, you ma
    5. Want to Retire Rich? Here's the Tough-Love Answer
      If you're like most Americans, then you aren't saving enough for retirement, which could be a major problem for you later in life. There are plenty of
    6. Teaching Kids About Money: 5 Concepts to Know
      When it comes to kids, money habits are ingrained by the age of seven?1 In fact, you can start introducing money concepts to kids as young as three years old. Remember, though, that even as you introduce money topics early, lessons need to be age appropriate. And, parents with older kids, don’t despair – habits can be
    7. Debunking The Myths About Self-Directed IRAs
      Founder/CEO of Next Generation Trust Company, a trust company specializing in custodial & administrative services for Self-Directed
    8. Passive Income Isn't Just for the Rich. Here Are 3 Ways Everyone Can Earn More Money
      You don't have to be rich to generate passive income. Here are a few strategies for earning some extra money without breaking a sweat
    9. When Is It OK to Tap Your Retirement Savings?
      You spend your working years saving what you can for retirement, knowing you'll one day take the money out. But things don't always go according to
    10. Making a Charitable
      Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them.