Healthcare Expenses and Tax Planning for Those Under 65

Looking for healthcare options before Medicare starts? Here are healthcare and tax strategies before age 65.

Retirement PlanningParkshore Wealth ManagementAugust 15, 2024Healthcare, Taxes, Medicare, COBRA, HSA, Health Savings Account, FSA, Flexible Spending Account, Tax Deduction, Tax Credit

Optimize Your 2024 Tax Strategy: Important Numbers to Know

As you file your 2023 tax return, it’s a good time to create a tax plan for 2024. Here are numbers that can help, including retirement plan contributions.

Tax PlanningParkshore Wealth ManagementApril 1, 2024Retirement Savings, 401(k), IRA, Roth, Deductions, Tax Brackets, Health Savings Account, HSA

Crafting a Strong Retirement: 6 Tips for Commercial Construction Professionals

Here are six tips for high-level employees in commercial construction to build a retirement plan they feel confident in.

Retirement PlanningParkshore Wealth ManagementJuly 17, 2023Commercial Construction, Diversification, HAS, Health Savings Account, 401(k), Employer Match, Long-Term, Debt, Compounding

Using an HSA as a Retirement Savings Strategy

If you aren’t using your health savings account to save for retirement, you might reconsider. Here’s why HSAs can be a powerful retirement savings vehicle.

Retirement PlanningParkshore Wealth ManagementApril 15, 2021Health Care, Flexible Spending Account, Health Savings Account, HSAs

6 Tax Tips to Reduce Next Year’s Bill

Did you end up with a large tax bill this year? Here are six tax tips to start now so you can reduce your bill (or even get a refund) next year.

Tax PlanningParkshore Wealth ManagementMarch 15, 2021Philanthropy, IRA, 401(k), Itemizing, Standard Deduction, Flexible Spending Account, Health Savings Account