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Goal-oriented financial advice and insights that integrate  your passions, purpose and values.

Passion & Purpose Blog

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Are You Taking Full Advantage of the Tax Code While it’s on “Sale”?

Yes, I did it! I used the words tax and sale in the same sentence. Now this is not an advertised sale like you might see online or in retail, but rather the byproduct of the Tax Cuts and Jobs Act of 2017. The legislation changed both the personal rates and brackets for the individual and joint taxpayers. In most cases, the change is a net positive for the taxpayer. The following chart outlines the changes in the rates and brackets.

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Going Deeper with Health Savings Accounts

When most people think about Health Savings Accounts (HSA) they view them as a practical way to pay for out-of-pocket medical expenses. Paired with a high deductible health plan the combination of lower monthly medical premiums and tax savings on qualified medical costs make these an affordable option to address health care.

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