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Health Savings Accounts (HSAs)

By Joyce L. Franklin on July 23, 2018 in Insurance, Taxes, Wealth Planning

Health savings accounts are triple tax-advantaged. These accounts have become increasingly popular, as they allow employees access to a tax-deferred means of saving money to pay for medical costs now and in retirement.

Employee Stock Purchase Plans (ESPP)

By Joyce L. Franklin on April 19, 2018 in Equity Awards, Taxes, Wealth Planning

This post explains the wealth-creation benefits of participating in an employee stock purchase plan (ESPP). These plans are an employee benefit available at many companies that have issued publicly traded stock.

The Fire Next Time: Protect Your Assets with the Right Coverage

By Joyce L. Franklin on October 15, 2017 in Insurance, Wealth Planning

In the aftermath of the devastating California wildfires, now is a good time to review your homeowners insurance coverage. Here are some of the important items that should be covered under your policy, to ensure you are protected.

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