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Working Professionals

Working Professionals

Can You Contribute to an HSA? Maximize the HSA Triple Tax Advantage
Can You Contribute to an HSA? Maximize the HSA Triple Tax Advantage
By Garrett LambertPublished On: August 21, 2025Categories: Families, Health Savings Accounts, Insurance, Taxes, Working Professionals
Team Member Spotlight Series – Jennifer L. Climo, CPA, CFP®, MSFP
Team Member Spotlight Series – Jennifer L. Climo, CPA, CFP®, MSFP
By Benjamin ZeppPublished On: August 7, 2025Categories: Team Member Spotlight, Working Professionals
Is an Employee Stock Purchase Plan Worth It? What to Know Before You Enroll in an ESPP
Is an Employee Stock Purchase Plan Worth It? What to Know Before You Enroll in an ESPP
By Kyle Labelle, CFP®Published On: June 19, 2025Categories: Investments, Taxes, Working Professionals
10 Tax Strategies for High-Income Earners to Reduce Taxable Income
10 Tax Strategies for High-Income Earners to Reduce Taxable Income
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: June 5, 2025Categories: Taxes, Working Professionals
Post-Tax Season Financial Planning: Key Considerations for High Earners Approaching Retirement 
Post-Tax Season Financial Planning: Key Considerations for High Earners Approaching Retirement 
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: May 9, 2025Categories: Taxes, Working Professionals
Should I Invest in Gold?
Should I Invest in Gold?
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: April 25, 2025Categories: Families, Investments, Working Professionals