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Highlights
HEALTH SAVINGS ACCOUNTS VS FLEXIBLE SPENDING ACCOUNTS How to Save on Healthcare Costs and Taxes
With the rising cost of healthcare, most of us are looking to save money on our healthcare costs where we can, and save on taxes at the same time Today we’re going to look at the triple tax-advantaged health savings account (HSA) and the health flexible spending account (FSA). We’ll look at what they are, who is eligible to open one, and how they can save you money each year. #financialadvisor #financialplanner #cfp #hsa #fsa #healthsavingsaccount #flexiblespendingaccount #financialfreedom #growwealth #money #savemoney #waystosavemoney #invest #investing101 #investinyourself #lifelonglearner #grow #daretodream #inflation #passiveincome #buildwealth #wealthgem #inflation #investinyourself
Taxes on Social Security Income - How Much Do You Need to Pay and How to Calculate
It's a common misconception that those monthly benefits are tax-free, but in reality, they can be subject to federal income tax depending on your total income.
If Social Security is your only source of income, it's likely not taxable. But if you have other substantial income, like wages, self-employment, or investment income, a portion of your Social Security benefits could be subject to tax. So, how are these taxes calculated? The IRS uses a formula called 'provisional income' to determine the taxable portion of your Social Security benefits. This includes your adjusted gross income (AGI), nontaxable interest, and half of your Social Security benefits. In this 3-minute video, we will share with you how to estimate taxes on your Social Security income. . . .
#TaxFacts #FinancialPlanning #SocialSecurity #Retirementincome #taxesonretirementincome #taxesonsocialsecurity
Banking on Our Youth (BOY) program 2024 Award Ceremony: Congratulations to my mentees! You rock!
Over the past six months, I've had the privilege of mentoring a group of motivated high schoolers as part of the Banking on Our Youth Program in Santa Ana. This program focuses on equipping students with essential financial literacy skills and fostering their entrepreneurial spirit. I'm thrilled to share the incredible journey we've been on together! Throughout the program, these students have not only learned the fundamentals of managing finances but have also delved into the exciting world of entrepreneurship. It's been awe-inspiring to witness their growth and creativity firsthand as they developed innovative business ideas and crafted detailed business plans. #BankingonOurYouth #bankingonouryouthprogram #BOY #volunteering #mentor Mentoring #finance #financialliteracy #Entrepreneurship #lifelonglearning #investinyourself #wealthgem #abundance #FutureLeaders #communityservice #Investinyourselves #goforyourdreams #investinourfuture
Buy Low Sell High Card Game - Unbox and play 低買高賣 紙牌遊戲 開箱 一起玩
* 想教仔女明智理財，唔好亂花錢，但又唔想長编大論說教?
* 通過一齊玩遊戲來學習是一個好方法
* 有開心親子時間，增進家長同孩子的感情 * 遊戲好易學，朋友坐下幾分鐘就可以玩
* 玩過的都話好好玩，都想再玩
* 6歲或以上小朋友和大人都適合玩
* 中英文說明書
#理財 #增值 #退休 #退休部署 #收息 #增加收入 #理財 #理財入門 #理財習慣 #投資新手 #資產管理 #投資必知 #財務自由 #慳錢大法 #投資機遇 #財富管理 #財務自由 #輕鬆致富 #理財貼士 #抗通脹 #buylowsellhigh #fun #cardgame #funcardgame #easy #easytolearn #easytoplay #investingforbeginners
Buy this game online at: https://weshopwell.com/collections/bo... Wealth Gem 分享理財小貼士, 助你輕鬆致富
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【可口可樂品牌故事】巴菲特愛股可口可樂發跡史
在 《可口可樂傳》一書中，馬克·彭德格拉斯特寫到「除了OK以外，Coca-Cola是地球上獲得最廣泛認同的文字，它所代表的可口可樂飲料也成了美國人生活方式的象徵。」 2018年12月，2018世界品牌500強排行榜發布，可口可樂位列第7位。這家已經成立130多年的美國老牌企業，其產品出現在世界近200個國家和地區，是世界上市場最廣闊的飲料。為何可口可樂卻歷經百年經久不衰？ #可口可樂 #cocacola #巴菲特 #warrenbuffet #股票 #投資 #芬達 #公司分析 #創業
世上最安全、穩陣的基金！
有一個基金和銀行定期非常類似，但卻更好用的投資工具。 它有穩定回報、幾乎不會虧損、交易成本與管理費低的特性！ 今次就和大家討論一下這個基金吧！ #貨幣市場基金 #moneymarketfund #MMF #基金 #投資 #低風險 #穩定回報 #抗通脹
馬斯克能夠成功收購推特嗎？推特啟用「毒丸計畫」反擊，「毒丸計畫」是什麼？
Elon Musk早前宣布欲全資收購Twitter，希望讓Twitter成為私有化公司之後，迫使Twitter的大股東及董事會大動作阻擋馬斯克的收購計畫。 Twitter董事會日前宣布啟動市場俗稱的「毒藥丸計畫」 (poison pill)，亦即透過長達一年的股東權益計劃，企圖藉此阻止馬斯克收購Twitter。 馬斯克收購推特是為了維護言論自由，但今次收購被推特董事會視為「惡意收購」，用「毒藥丸計畫」去反擊，到底馬斯克能夠收購成功嗎？「毒藥丸計畫」又是什麼？ #推特 #馬斯克 #毒藥丸計畫 #併購 #twitter #elonmusk #poisonpill #毒丸計畫
「鬱金香狂熱」背後原因大揭密｜比特幣將成現代版「鬱金香狂熱」？
70年代的荷蘭爆發了金融史上知名的鬱金香狂熱（tulip mania）破滅事件，原本價格超越阿姆斯特丹豪宅的鬱金香球莖，暴跌至洋蔥的價格，而這件事也被稱為近代歐洲3大泡沫事件之一。 近期的比特幣投資熱潮，以及非同質化代幣（Non-Fungible Token, NFT），也引發了泡沫風險的質疑聲浪。 到底當年「鬱金香狂熱」的來龍去脈是什麼？為什麼比特幣被譽為現代版「鬱金香狂熱」？ #鬱金香狂熱 #比特幣 #泡沫 #NFT #風險 #投資 #泡沫爆破 #tulipmania #bitcoin
儲蓄保險的真相！
儲蓄保險大家都不陌生，總有一位親戚朋友有買一份。我常常聽到大家對儲蓄保險有不少質疑，例如「儲蓄保險是騙人的嗎？回報低、輸給通脹？」等等，今日我就解答大家的問題吧！ #儲蓄保險 #儲蓄計畫 #複利效應 #複息效應 #理財 #savingsplan #compounding #personalfinance
巴菲特的投資原則 ｜ 股神唯一授權 ｜ 態度比智商更重要！Part 2
《Warren Buffett's ground rules》一書，獨家收錄1956-1969年巴菲特寫給合夥人的33封信。看股神巴菲特親口闡釋自己60年不敗的操盤智慧，並創造年化報酬近24％的驚人績效。 一起來跟Jeremy Miller學習股神的投資成功之道！ #巴菲特 #WarrenBuffett #說書 #books #WarrenBuffettsgroundrules #bookclub #投資 #股票 #高回報 #股市 #財商 #巴菲特
Live a Rich Life
Wealth Gem
Living a rich life is so much more than money. In addition to wealth management and tax planning, we are adding content on personal growth, time management, and all things positive & inspiring.
#investinyourself #personalfinance #savemoney #waystosave #money #financialadvisor #financialplanner #financialadviser
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