Top 5 Pros and Cons of a Health Savings Account

Top 5 Pros and Cons of a Health Savings Account

  Health Savings Accounts (HSAs) are often said to be the solution to our healthcare problems. However, many people who have…
CONTINUE READING
Why Tax Refunds May Not Be the Best Financial Strategy

Why Tax Refunds May Not Be the Best Financial Strategy

During the 2018 tax filing season, the IRS issued approximately $148 billion in refunds. With changes to tax laws, the amount…
CONTINUE READING
Top 5 Tips to Save Money During this Year’s Holiday Season

Top 5 Tips to Save Money During this Year’s Holiday Season

Thanksgiving is almost upon us, which means the holiday festivities are right around the corner. For many people, that means…
CONTINUE READING
Do You Know the Difference Between A Will and A Trust?

Do You Know the Difference Between A Will and A Trust?

  Estate planning takes away some of the stress and worries your family will have after you have passed. All…
CONTINUE READING
Top 4 Reasons High-Income Individuals Donate During Their Life

Top 4 Reasons High-Income Individuals Donate During Their Life

  According to USA Today, 2017 saw the first-time wave of charitable giving that resulted in more than $400 billion…
CONTINUE READING
Do You Know How the New Tax Bill Will Affect Your Business?

Do You Know How the New Tax Bill Will Affect Your Business?

There was a lot of hoopla about the new Tax Cuts and Jobs Act for 2018. When anything changes, people…
CONTINUE READING
2017-2018 Taxes: The Personal Exemption and Its Removal

2017-2018 Taxes: The Personal Exemption and Its Removal

A tax reform bill called the Tax Cuts and Jobs Act (TCJA) proposed changes by the IRS that were passed…
CONTINUE READING
Retirement Planning 1

TPI Group Retirement Planning

Retirement Planning All financial and retirement planning must be tailored to your specific needs and is never a “one size…
CONTINUE READING
Tax-highlights-2016

New 2016 Tax Highlights

To our dearest current and all the future customers. This video is prepared for you by TPI group as a reminder…
CONTINUE READING
retirement egg

IRS Increases Max Retirement Contribution Limits in 2015

The IRS has changed retirement account contributions and thresholds for 2015. Retirement Contribution Limits Rising in January 2015 With the…
CONTINUE READING