Posts by Jason Heid, CFP®
Tax Planning and Strategy
Health Savings Account: A powerful tool in your financial toolkit
When used strategically, HSAs are truly one of a kind, offering the most tax advantages in a single account
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Articles
Mortgage Rates and the Recent Fed Rate Cut
What does the recent Federal Reserve interest rate cut mean for mortgage rates?
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Retirement and Pre-Retirement
SECURE Act 2.0: Catch-Up Contributions
The aim of SECURE Act 2.0 is to better strengthen the American retirement system by improving ways Americans can sa...
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Goals & Planning
Planning Spotlight: Estate Planning Fundamentals
Planning for the future is one of the most loving actions you can take for your family.
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Goals & Planning
Planning Spotlight: Social Security
What it is. How it works. When to take it.
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Articles
4 Tips for Navigating a Layoff
If you've been laid off, you may have more options than you think.
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