Make Better Financial Decisions

Three Simple Ways to Strengthen your Finances in 2019

by morgan on Jan 8, 2019

Make Better Financial Decisions, Financial Planning, financial well-being
Often, when it comes to New Year’s Resolutions, big desired changes, or our personal finances, we think so large that the change itself overwhelms us and halts us from doing anything at all. If that’s the case for you, consider making just a few simple changes this year to get your financial life moving in the right direction.  Steady progress may not be as exciting as dramatic change, but it is significantly better than no progress, and often easier to stick with. To that end, here's Three Simple Ways to Strengthen your Finances in 2019.

The Incredible, Investable HSA: How to use Your HSA the Right Way for Retirement Success

by Trailhead Plan… on Oct 3, 2018

Financial Planning, Financial Freedom, Make Better Financial Decisions
Health Savings Accounts (HSA) are incredible.  In fact, they may be the best retirement savings tool available! Unfortunately, most individuals and families who have the option of using an HSA are using them wrong, missing an incredible opportunity to reduce their current tax bill, grow tax-free savings, and withdraw money tax-free when used for qualified health expenses.   You read that, right.  HSAs offer not one, not two, but three ways to potentially save on taxes.  Are you starting to see why we love them so much?

Mindful Money Habit #1: The 10x10x10 Rule

by Trailhead Plan… on Oct 5, 2017

Mindful Money Habits, Make Better Financial Decisions

To kick off our series of mindful money habits, we start with the 10x10x10 Rule. I recently heard about this rule as a tool to facilitate quality decision making and avoid short-term, or myopic, thinking. I immediately saw how it could be harnessed to make better financial decisions that are reflective of your values and help you achieve your goals.

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