• Year End Money Moves: Are You Ready to Close out 2022?!

    Before you ring in 2023 (woot-woot!) let’s take a moment to take a look at our Year End $$ Checklist! Read below for a few things that may apply to you in wrapping up this year as a savvy, money-smart you! Flex Spending Accounts (FSA):If you have a FSA, lucky you! You work hard to…

  • How My HSA Saved Me from Succumbing to Medical Debt this Year!

    Since we’re still in Open Enrollment, I just wanted to post a quick personal story of how my Health Savings Account (HSA) really saved me from incurring major medical debt this year! We’ve gone over how the use of Sinking Funds can help us to save up for things all year. This is the strategy…

  • New Tax Credits That Are Good for the Environment!

    ICYMI, a new bill called the Inflation Reduction Act was signed into law on 8/16/22. 3/4 of this $437B bill is focused on reducing climate change, making it the largest investment in this area in US history. The Wilderness Society (around since 1935) is calling this bill a “breakthrough” on climate policy. If you’ve been…

  • TurboTax Settlement: Get Yours!

    ICYMI (In Case You Missed it) Intuit who owns TurboTax agreed on May 4th to pay $141Million in restitution to 4.4Million “low income customers” who were erroneously charged using the TurboTax Free Edition. If you use Turbo Tax, read below for all the details in case you might qualify for some restitution! Who is Impacted:…

  • Tax Deadline Reminders!

    Tax Deadline Reminders!

    Attention, taxpayers! The deadline to contribute to your Individual Retirement Account(s) (IRA & ROTH) and Health Savings Account (HSA) is approaching–as well as Tax Day itself! Most of us think of “Tax Day” officially as April 15th, but this year we have a few days grace, as it has been extended to Monday, April 18th.…