The Triple Tax Benefit of Health Savings Accounts

U.S. News & World Report By Kate Stalter   The tax advantages are appealing, but don’t overlook HSAs as a way to save for health care in retirement. Americans are generally aware of tax-advantaged investment vehicles such as 401(k) plans, individual retirement accounts and 529 college savings plans. But one instrument, the health savings account, isn’t as well known, although it …

Going Beyond Referrals to Win Clients

May 11, 2015 Wall Street Journal Ann Gugle of Alpha Financial Advisors was featured in an article that dealt with financial advisors finding new clients and the unique ways that advisors build their practices.  Ann has worked to build up clients among Americans working and living internationally.  Ann is a principal and owner at Alpha Financial Advisors in Charlotte, N.C. …