Tag Archives: Savings

Is Your Cash Working for You? With Thom Guidi, CFA

Education, Finance, Financial, Investing, Investment, Money, Retire, Retirement, Uncategorized, , , , , , , , , , ,

What has your money done for you lately? The times are changing and interest rates are rising. 

In this episode, Thom Guidi, CFA, talks about ways to put your cash to work, whether that’s money you have set aside for an emergency or  cash saved for spending you anticipate in the next year or so. 

Thom shares more about:

  • Why cash yields are a topic of conversation right now
  • Your unique uses for cash
  • Where to look for the best interest rates on cash
  • And more

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A Conversation About Charitable Giving and Taxes with Emily Diaz, MAcc, CPA, CFP®

Education, Finance, Financial, Investing, Investment, Money, Retire, Retirement, Uncategorized, , , , , , , , ,

Charitable giving is good for the soul. But it may also be good for your taxes.

In this episode, Emily Diaz, MAcc, CPA, CFP®, will run through the basics and the benefits of charitable giving. 

Emily shares more about:

  • The most common way to give charitable gifts
  • Why you only get a deduction if you’re itemizing on your tax return
  • Examples of tax-efficient giving
  • And more

Resources:

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A Chat About Health Savings Accounts with Zach Binzer, CFP®

Education, Finance, Financial, Investing, Investment, Money, Retire, Retirement, Uncategorized, , , , , , ,

Your health savings account may be more important and more flexible than you realize. While it was created to help people set aside funds for health care costs, the value doesn’t stop there. 

In this episode, Zach Binzer, CFP®, explains how you can maximize the value of your HSA and why it’s reasonable for some to consider it a retirement asset.

Zach also talks about:

  • The origin of HSAs
  • The triple tax benefit of contributing to an HSA
  • And more

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