Category: Personal Finances

HSAs: Good, Better, and Best

Answering all your questions about HSAs! I’ll talk through good, better, and potentially the best strategies to use to get the most out of an HSA.

Good – Making a yearly contribution and using it within the year or in following years to pay for medical expenses tax-free.

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Where Should I Rollover My Old 401k?

This video talks about three options for old 401k rollovers. One – rolling over your old plan into your current employer’s plan. Two – rolling it over into your own IRA. And three, having a financial advisor rollover and manage your old 401k. There are pros and cons to each, but the bottom line is that choosing one of these options is almost always better than leaving it in your old employer’s plan!

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Should I Buy or Lease a Car?

In this video I rumble through lots of math to definitively answer the question – should I buy or lease a car? (Hint – and there are exceptions – buying is almost always the better choice if you’re willing to keep a car for ten years or more.) This is a great video for young families who find themselves in need of new wheels to support an expanding family or if you are a parent of an adult child looking for help when buying their first car on their own.

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