Skip to main content

  • Home
  • About 
    • An Integrated Solution
    • Our Team
    • Referrals
  • Our Services 
    • What We Do
    • Investment Consulting
    • Advanced Planning
    • Tax Management
    • Investment Philosophy
    • Advance Planning Philosophy
    • Fee Structure – Our Value to You
  • Resources 
    • WealthMatters Blog
    • Market Reports
    • Videos
    • Recommended Reading
  • Client Login
  • Contact

    You are here

  1. Home
  2. HSA (Healthcare Savings Account)

HSA (Healthcare Savings Account)

Six Financial Best Practices for Year-End 2022

Submitted by Desmond Wealth Management, Inc. on November 22nd, 2022

To say the least, there’s been plenty of political, financial, and economic activity this year — from rising interest rates to elevated inflation, to ongoing market turmoil.

Tags:
  • Financial
  • HSA (Healthcare Savings Account)
  • I Bonds
  • Inflation
  • Interest Rates
  • investment
  • Savings
  • Tax Planning
  • Tax Reductions
  • Tax-Loss Harvesting
  • Year-End
  • Read more

Health Savings Accounts: The Ultimate Retirement Account

Submitted by Desmond Wealth Management, Inc. on April 22nd, 2022

It isn’t easy to make predictions, especially about the future. However, there is one prediction we’re confident in making: you will have substantial out-of-pocket expenses for health care after you retire. Personal finance experts estimate that an average retired couple age 65 will need at least $300,000 to cover health care expenses in retirement.

You may need more.

Tags:
  • HSA (Healthcare Savings Account)
  • Planning
  • Retirement
  • Read more

Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade

Submitted by Desmond Wealth Management, Inc. on October 16th, 2021

Whether you’re saving, investing, spending, bequeathing or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get nervous when there’s lots of talk about higher taxes, but little certainty on what may come of it, and who it might affect. 

Tags:
  • 401(k)
  • 529 Plans
  • DAF (Donor-Advised Fund)
  • Emergency Fund
  • Estate Planning
  • Financial Planning
  • HSA (Healthcare Savings Account)
  • Retirement
  • Roth IRA
  • Tax Planning
  • Traditional IRA
  • Read more

  Let's Grab Coffee

Contact Us

Let’s sit down over a cup of coffee and talk.

Phone: (925) 932-1994
Fax: (925) 940-9500
 

Email: Info@desmondwealth.com 

1850 Mt. Diablo Blvd., Suite 630, Walnut Creek, CA 94596

Get Directions

Subscribe to Our Monthly eNewsletter

* indicates required

View previous campaigns.

 
 

 

  • Sitemap
  • Legal, privacy, copyright and trademark information

© 2023 Desmond Wealth Management, Inc. . All rights reserved.

Website Design For Financial Services Professionals