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Archive for the Health Savings Accounts (HSAs) Category

Year-End Portfolio Checkup: 6 Tax-Smart Tips

With a few months remaining in the year, it’s a good time to review your financial plans and ensure you’re doing all you can to maximize your savings and reduce your tax bill.  Don’t wait until December to reassess your finances – you could miss out on opportunities that disappear […]

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Analyzing Your Tax Return

Another tax season has come and is almost gone.  Many people tuck their tax return and supporting documents into a folder and hand it all over to their accountants without taking a closer look.  And even investors who complete their own tax returns using tax-preparation software often plug […]

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What You Can Learn from Your Tax Return: Form 1040

The Tax Cuts and Jobs Act of 2017, which was signed into law in 2017’s waning days, ushers in significant changes to the individual income tax framework.  The changes include: new tax rates, an increase in the standard deduction, the repeal of the personal exemption, and a […]

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New Year’s Financial Resolutions: Get Your Finances in Shape

New Year’s Financial Resolutions: Get Your Finances in Shape

Many people make resolutions on New Year’s Day.  But no matter what your resolutions are, the key isn’t making the list, it’s sticking with it.  Here are five resolutions that can help increase your financial fitness today and in the new year. Resolution 1: Create a budget for life […]

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How to Plan Ahead for Retirement Healthcare Costs

How to Plan Ahead for Retirement Healthcare Costs

Healthcare will be one of the largest categories of expense for most retirees – and medical inflation is expected to run 2 to 3 times faster than general inflation. Retirees can cope by fine-tuning their Medicare coverage.  That can help control spending in retirement.  But what about […]

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What Happens to Your Health Savings Account (HSA) in Retirement?

What Happens to Your Health Savings Account (HSA) in Retirement?

Health savings accounts get plenty of attention in the financial media and in Washington.  Given all the publicity, it may come as a surprise that assets in HSAs aren’t all that impressive: Just $37 billion was stashed in the accounts at the end of 2016, according to HSA […]

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Health Savings Accounts (HSAs) – An Overview

Health Savings Accounts (HSAs) – An Overview

Description Health Savings Accounts (HSA) were created by the Medicare bill signed by President Bush on December 8, 2003 and are designed to help individuals save for future qualified medical and retiree health expenses on a tax-free basis. Health Savings Accounts are tax-deductible savings plans that allow […]

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Areas We Serve

Staib Financial Planning, LLC strives to make meeting with us convenient and easy. We offer many locations around the Denver area other than our main office, serving Highlands Ranch, Lone Tree, Centennial, Littleton, Parker, Aurora, Denver and surrounding communities.

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