Save Tax Dollars and Fund Your Health Savings Account

What’s the right tax-advantaged account to fund your health care expenses? Health care costs continue to climb. Jeffrey R. Spencer, CPA, MAcc, Ciuni & Panichi, Inc. Principal, explains some tax-friendly ways to cover your health care expenses. Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs), and Health Reimbursement Accounts (HRAs) all provide opportunities for tax-advantaged funding of…

College Funding Options

College Funding Options:  You can plan to meet the costs through a variety of methods. Provided by Dane A. Wilson, Wealth Management Advisor How can you cover your child’s future college costs? Saving early (and often) may be the key for most families. Here are some college savings vehicles to consider. 529 plans. Offered by…

Student Loan Debt? Here is Some Help.

Relief begins October 2017 for Public and Not-for-Profit employees burdened with student loan debt Public and not-for-profit employees have an opportunity to have their student loans forgiven in October of 2017 thanks to a federal program created to encourage individuals to enter and stay in public and not-for-profit service. The loan forgiveness program is also…