It's tax return filing season in the United States, and the anticompetitive tax preparation companies are being less than helpful as usual. If you trade stocks and bonds in the markets (or more wisely just use a roboadvisor like Wealthfront or Betterment), you may be scratching your head when it comes to reporting tax-exempt income … Continue reading Handling Tax-Exempt Investment Income with H&R Block

As part of some financial spring cleaning, I wanted to take action with several leftover HSAs (Health Savings Accounts) from former employers. I think I found a pretty great home for them and will share how I've invested these funds for future growth. First, for those who work in the United States and are young/healthy, … Continue reading Investing HSAs at Fidelity