Author: Brian Watson

Wealth Transfer and Estate Planning: Unique Types of Trusts to Consider

When you hear the word trust, you probably think of a revocable living trust that helps your loved ones avoid probate by establishing how your assets will be distributed after your death. Read more…

How to Hack Your Health Savings Account to Capitalize on its Tax Advantages

It’s easy to ignore what we don’t understand – including something like an Health Savings Account. But plenty of professionals leave money on the table by not making the most of these tax-advantaged accounts. Read more…

Employee Benefits: What Are They and Why Should You Care?

When I accepted my first full time job which I would start after graduating from college, I was excited about having a job I knew I could build into a career. I was looking forward to moving to a city and being an “adult”, but I also had to think of the practical side of living on my own and being Read more…

1 2