• ETFs vs. Mutual Funds: Understanding the Key Differences

    ETFs vs. Mutual Funds: Understanding the Key Differences

    Exchange-traded funds (ETFs) and mutual funds are popular investment choices for achieving financial goals. Both offer diversification and professional management, with key differences in trading, fees, transparency, tax efficiency, and minimum investment. Choosing between them depends on individual circumstances, preferences, and investment goals. ETFs may be suitable for lower costs and tax efficiency, while mutual…

  • In Case You Missed It: 4th of July Best Hits Edition

    In Case You Missed It: 4th of July Best Hits Edition

    As we prepare for the 4th of July, we’re highlighting our top 5 newsletter articles covering business operations and personal life tips. Explore topics like dealing with sales taxes, project management tools, Health Savings Accounts, personal mentorship, and handling adverse business prospects. Enjoy the holiday and we’ll be back next week.

  • HSA Pt. 2 – Know your options & how to optimize

    Missed Part 1 on HSAs? Check it out here on Substack. You’ve opened your HSA, funded it, and are ready to manage those medical bills. Now comes the question – how to optimize your HSA for maximum benefit. Let’s dive into contribution limits, saving strategies, investment options, and explore similar accounts like FSAs and HRAs. Contribution Limits: How Much Can…