This post will take a closer look at our investment portfolio. The purpose is not to influence your decision on investment options or to suggest you should follow our approach. The intention is to share a strategy that we’re comfortable with and works for us. …
A lot has been said about a Health Savings Account (HSA). It is by far the best tax-advantage vehicle created by mankind that allows eligible individuals to divert a portion of their income to an account from which they can reimburse eligible expenses tax-free and efficiently save for present or future health care expenses. If you have not yet taken advantage of an HSA, I highly encourage you to think about it but more importantly, to do your due diligence to evaluate if it would be beneficial for your personal situation. …
Paying yourself first is a very popular phrase I came across when reading The Automatic Millionaire by David Bach. He also happens to be the one who created the movement around the “latte factor” but that’s one topic that deserves its own discussion. …