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Making financial resolutions for the new year

Financial Health

10 New Year’s Resolutions to Improve Your Finances

Lauren Hargrave · December 3, 2024 · 12 min read

If you’re thinking about New Year’s Resolutions you’d like to make for the next year, you might want to consider including one or two from our list. The positive effects from improving your financial health will extend well beyond the coming year and could even help you to achieve longer-term goals that may seem out of reach.

couple on couch looking over financial documents and planning

Financial Health

How to Set Yearly Financial Goals

Leslie Harding · December 2, 2024 · 4 min read

The start of a new year is a great time to reassess your financial goals. It doesn’t matter if you’ve been working towards certain goals for years or if it’s your first time setting them. Here’s how to set specific, attainable financial goals — whether paying off debt or building an emergency fund.

couple reviewing end of the year finances

Financial Health

Strategies for Maximizing Your Tax Deferred and Tax Exempt Accounts to Save Money

Leslie Harding · November 29, 2024 · 4 min read

Many people are wondering how to make the most of their savings accounts, particularly those that offer tax deferrals or exemptions altogether such as an HSA, 401(k), or IRA. We discuss strategies you can employ to maximize your accounts and save money for the future.

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Benefits

Effective Benefits Communications for the Four Working Generations

Lauren Hargrave · November 27, 2024 · 10 min read

How to build an effective benefits communication plan that meets the needs of different generations in the workplace.

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Benefits

Meeting the Needs of Different Generations at Work

Lauren Hargrave · November 18, 2024 · 16 min read

There are currently four generations in the workforce. Here's who they are, what they want, and how they utilize the healthcare system.

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Benefits

Creating an Impactful Benefits Program for All Employees

Lauren Hargrave · November 12, 2024 · 10 min read

Understand your team’s needs in order to create a benefits package with higher utilization and employee satisfaction.

piggy bank on pink background

Benefits

2024 and 2025 HSA Maximum Contribution Limits

Lively · May 9, 2024 · 3 min read

On May 9, 2024 the Internal Revenue Service announced the HSA contribution limits for 2025. For 2025 HSA-eligible account holders are allowed to contribute: $4,300 for individual coverage and $8,500 for family coverage. If you are 55 years or older, you’re still eligible to contribute an extra $1,000 catch-up contribution.

comparing hsa versus fsa

Benefits

What is the Difference Between a Flexible Spending Account and a Health Savings Account?

Lauren Hargrave · February 9, 2024 · 12 min read

A Health Savings Account (HSA) and Healthcare Flexible Spending Account (FSA) provide up to 30% savings on out-of-pocket healthcare expenses. That’s good news. Except you can’t contribute to an HSA and Healthcare FSA at the same time. So what if your employer offers both benefits? How do you choose which account type is best for you? Let’s explore the advantages of each to help you decide which wins in HSA vs FSA.

Benefits of HSA employer matching

Health Savings Accounts

Ways Health Savings Account Matching Benefits Employers

Lauren Hargrave · October 13, 2023 · 7 min read

Employers need employees to adopt and engage with their benefits and one way to encourage employees to adopt and contribute to (i.e. engage with) an HSA, is for employers to match employees’ contributions.

Disclaimer: the content presented in this article are for informational purposes only, and is not, and must not be considered tax, investment, legal, accounting or financial planning advice, nor a recommendation as to a specific course of action. Investors should consult all available information, including fund prospectuses, and consult with appropriate tax, investment, accounting, legal, and accounting professionals, as appropriate, before making any investment or utilizing any financial planning strategy.

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