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What Is a Health Savings Account (HSA)

A Health Savings Account, or HSA, is an account that offers individuals covered by high-deductible health plans a tax-advantaged means to save for qualifiedmedical expenses. Within certain limits, funds contributed to the account are not … See more

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URL: https://www.wealthspire.com/financial-dictionary/health-savings-account/

Medicare: Everything You Always Wanted to Know

WebMedicare is the Federal health insurance program for people ages 65 and older. The program helps pay for various medical expenses including hospital stays, …

Category:  Medical Go Health

Wealthspire & Chapter Partner to Provide Medicare Guidance

WebNew York, October 4, 2022 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser firm, announced a new partnership today with Chapter, a …

Category:  Health Go Health

Healthcare Archives

WebWealthspire Advisors LLC is a registered investment adviser and subsidiary company of NFP Corp. Wealthspire Advisors ® is a trademark registered with the United …

Category:  Health Go Health

The Top 5 Medicare Mistakes

WebIf you need further assistance, reach out to your Wealthspire advisor. They’ll connect you to free Medicare resources to help you make the best choices for your …

Category:  Health Go Health

Mental Health Wile Serving as Trustee

WebIn this interview, Nicole Hart, former Managing Director of Trusts and Estates, discusses with Mike the ways in which he pulls from his personal and …

Category:  Health Go Health

Wealth Management & Financial Planning

WebGet the latest news & resources from Wealthspire. Wealthspire Advisors believes in creating personalized plans for our clients' unique goals. Learn more about our financial planning …

Category:  Health Go Health

Defining Objectives for Long-Term Care Wealthspire

WebCreating a long-term care plan is a two-part process. The first part entails understanding and defining how you would like to see care provided. Once you have a …

Category:  Health Go Health

Health and Wealth: How Two Sisters Help Women Take Charge of …

WebHome > Podcasts > Health and Wealth: How Two Sisters Combined Forces to Help Women Take Charge of Their Lives. In our second season, we’re highlighting the …

Category:  Health Go Health

How Medical Professionals Build a Financial Plan

WebThe planning process generally starts with a conversation about your values and your financial objectives. The goal is to clarify and prioritize your financial goals and …

Category:  Health Go Health

Understanding Healthcare Plans for New Law Firm Partners

WebAs you embark on this exciting chapter of your legal career, it’s crucial to make informed decisions regarding your healthcare plan. There are several important factors to …

Category:  Health Go Health

Financial Moves for New Parents: A 5-Point Checklist

WebAs a new parent, you can use this 5-point checklist to help you organize your financial priorities. 1. Add Your Newborn to Your Health Plan. One of your first …

Category:  Health Go Health

Amy Miller, CFP®, CDFA®

WebHome > Team > Amy Miller, CFP®, CDFA®. As a financial advisor, Amy serves a wide range of clients, from younger professionals starting their financial journey to pre-retirees …

Category:  Health Go Health

Amanda Campbell, CFP®, CDFA®, AAMS®, AIF®

WebAmanda believes that women have a valuable seat at the wealth management table and is passionate about guiding couples, divorcees, and widows to their own financial …

Category:  Health Go Health

What Is Estate Planning 101

WebContrary to popular belief, estate planning involves more than just signing a Will. An estate plan involves both lifetime and testament planning. Lifetime planning …

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A Sontag Advisory White Paper: Estate Planning 101

Web295 Madison Avenue, 5th Floor New York, NY 10017 www.sontagadvisory.com Phone: 212-973-1200. A Sontag Advisory White Paper: Estate Planning 101

Category:  Health Go Health

On Your Own: Financial Advice After the Loss of Your Spouse

WebComplete the necessary form at your local Social Security office or ask the funeral director to complete the application and apply the payment directly to the funeral …

Category:  Health Go Health

Spousal Lifetime Access Trusts (SLATs) Wealthspire

WebIt is a trust that you (the grantor) set up for the benefit of your spouse and your descendants. You would make a gift to the SLAT, using some of your federal lifetime gift …

Category:  Health Go Health

2019 State Estate and Gift Tax Cheat Sheet

Web295 Madison Avenue, 5th Floor New York, NY 10017 www.sontagadvisory.com Phone: 212-973-1200 2019 State Estate and Gift Tax Cheat Sheet States vary in whether and how …

Category:  Health Go Health

Finances of Domestic Partnership vs. Marriage

WebIn the past, marriage was often considered the traditional next step as relationships progress and couples start planning for their future. Today, roughly half of …

Category:  Health Go Health

Wealthspire Acquires Nevada-Based Sage Financial Advisors

WebAcquisition expands Wealthspire’s presence in the West. New York, November 29, 2022 – Wealthspire Advisors LLC, an NFP company and independent …

Category:  Health Go Health