Retirement is a significant change in anyone’s life, especially when you transition from being a saver to a spender. But before you start planning your retirement party, there are some crucial things you should do if you plan to retire next year. Here are four steps to consider before taking the plunge. Don’t Leave Money […]
Articles and Insights from the Capital Advantage Team.
Explore our articles below.
Key Savings and Tax Benefits of a Health Savings Account (HSA)
A Health Savings Account (HSA) is a type of savings account designed to help individuals and families save money on their health expenses and reduce their future tax bill. To be eligible for an HSA, you must be enrolled in a high-deductible health plan (HDHP), which is a type of health insurance that has a […]
How To Balance Saving for Retirement and Building Your Emergency Savings
When it comes to personal finance, there are several competing priorities that can make it difficult to determine where to focus your efforts. For many people, the choice between building emergency savings and working towards their retirement goals is one of the biggest dilemmas they face. So, which should you focus on first? To answer […]