When you are a resident of California or New Jersey, having an HSA and especially investing in the HSA require extra tax reporting. Here’s how to do it.
Latest Blog Posts
The Best HSA Provider for Investing HSA Money
One HSA provider stands out well above others for people who invest the HSA money.
Fidelity Freedom Index Funds: Hidden Gems For Your IRA and 401k
Fidelity Freedom Index Funds offer deposit-and-forget convenience with low cost, broad diversification, and automatic rebalancing.
Paying Off Mortgage Did Not Lower My Housing Cost
The largest cost of owning a home free-and-clear is the opportunity cost of the money tied down to the home. Full cost of housing includes both cash expenses and the opportunity cost.
ACA Health Insurance: Different Plans For Different Family Members
When you get health insurance from ACA, you can enroll different family members with different healthcare needs into different insurance plans.
When ACA Insurance Does Not Include Your Doctor
If your doctor is only covered by a more expensive health insurance plan, you can save money on insurance and still keep your doctor.
Easy Early Retirement Portfolio Withdrawals
A portfolio withdrawal setup is not complicated. Many parts are already familiar. The variable percentage withdrawal method automatically adapts.
Where To Get Vaccine Shots For International Travel
Health insurance often doesn’t cover vaccines for international travel. I got my vaccine shots at an unusual place.
What To Do With A Maturing CD
You have several good options for your maturing CD. All have their own merits. You can’t go too wrong.
Shop for Healthcare Cost When You Have High Deductible Insurance
When you have high deductible health insurance, you must shop around for expensive services. The savings are substantial.