If you have a high deductible health plan and have not contributed $3,600 ($7,200 for a family) to a Health Savings Account, then you are missing out.  These funds go into the account pre-tax and can be used for qualified health care expenses tax-free!  Contact us to see if an HSA makes sense for you.

Author: Brett Fry

Brett is the Managing Director of our office in Dallas, TX. In his current role, Brett oversees all aspects of client relationships whether that be creating financial plans, managing investment portfolios, or coordinating tax, estate, or insurance strategies with other professionals in this network. Brett's expertise in portfolio management, planning for the sale of a business, managing concentrated stock positions and helping young professionals accumulate wealth enables him to guide clients through their continuously changing financial decisions.

Alert: There have been numerous phone outages in the building of our NY offices. If you have trouble reaching us, please email and we will get back to you as soon as possible.