Where’s My Refund?
|

Where’s My Refund?

Did you file your tax return and now wonder when to expect your refund? Check out the Where’s My Refund? web-based tool. If your return was e-filed, you can check its status within 24 hours after the IRS acknowledges receipt of the return. If you filed a paper return, allow four weeks before checking the…

Maximizing Health Care Savings in Retirement With an HSA
| |

Maximizing Health Care Savings in Retirement With an HSA

Depending on your medical needs and those of your family, you may have enrolled in a high-deductible health plan that allows you to pay for medical expenses using a health savings account (HSA). Because contributions go into an HSA pre-tax, grow tax-deferred and are distributed tax-free when used for qualifying costs, this option has gained popularity over the last several years.

6 Key Financial Considerations for Unmarried Couples
|

6 Key Financial Considerations for Unmarried Couples

As many committed couples are choosing to forgo marriage, it’s becoming more common for wealth advisors to receive questions on the financial planning implications. According to the most recent U.S. Census Bureau’s annual America’s Families and Living Arrangements study, the number of unmarried couples has grown from 4.1% in 2001 to 8% in 2021. Despite this increase,…