July 10, 2023 Weekly Update

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Portfolio Update:  Murs and I have recorded our portfolio update for July 10, 2023

This Week’s Podcast – Using a Health Savings Account (HSA) for Medical and Retirement Planning.

A Health Savings Account is a valuable medical and long-term retirement planning tool with more than just tax benefits.

Listen in to learn how to let your HSA contributions grow and invest the money over time for future use as an asset. You will also learn the different ways you can control when and how you want to spend your money on different qualified medical expenses.

 

This Week’s Blog – Using a Health Savings Account (HSA) for Medical and Retirement Planning.

A Health Savings Account (HSA) is a very beneficial tool that you can use in your retirement planning. You can use these accounts for your medical needs, but there is a lot of information that people don’t realize that an HSA offers.

We’re going to go over 10 things about an HSA that can help you when you’re trying to secure your retirement.