Conscientious Financial Planning and Retirement Income Management | 201-741-9528
from Lonier Financial Advisory LLC, Osprey, FL

Tag Archives: HSAs

  • HSAs

’Tis the Season for Open Enrollment

In my last post, I listed some year-end housekeeping and tax items. It’s open enrollment season, so this post will cover items related to employer sponsored plans. Health insurance options and the ACA Top of mind this season, health insurance—many companies are replacing non-compliant health insurance plans. This may be your first time in a […]

By | | Be Retirement-Ready, Posts | , , , , | 0 Comments |  Like
Read more  

HSA’s and Taxes

One of the age-old myths of retirement planning is that your taxes will be so much less when you’re retired that they will not be as serious a planning issue as when you were working. This has certainly been part of the selling of 401k/403b and IRA tax-deferred accounts. There are, however, a few tax-traps […]

By | | Be Retirement-Ready, Posts | , , , , , | 0 Comments |  Like
Read more  



DISCLOSURE: This website is intended to be informational and does not constitute personal investment advice, or provide personalized recommendations to buy, sell, or hold specific securities, or to follow any specific investment approach. Investment advice requires the analysis of individual circumstances and personal goals, which vary considerably.

Information from other sources used on this website or in blog commentary or linked from this website or blog commentary and located on websites belonging to other parties is believed to be accurate, but Lonier Financial Advisory LLC is not responsible for and cannot guarantee its timeliness or accuracy. The information on this website or in blog commentary does not constitute any offer, solicitation, or endorsement for any security, products, or services provided by third parties. This website, blog commentary and LFA LLC do not provide legal, accounting or tax advice. You should consult your attorney and accounting/tax professional for legal, accounting, and tax advice.

Past performance does not guarantee future results. All investments have certain risks that are borne by the investor, including the risk of loss of some or all of invested principal and gains. Current and prospective clients are solely responsible for determining the personal suitability of any investment or strategy. You should consult with LFA LLC or another investment adviser and perform your own due diligence before making any investment decisions.

LFA LLC is an independent fee-only advisory, is not affiliated with any broker/dealers, banks, investment, or insurance companies, is not an agent or dealer in securities or insurance products, and receives no income from any third parties. LFA LLC is a Florida Registered Investment Adviser and provides conscientious financial planning and investment advisory services only in states where registered or otherwise exempt from registration by di minimis rules.

Copyright 2011-2021 © LFA LLC All Rights Reserved

© 2011-2020 Lonier Financial Advisory LLC All Rights Reserved • A Florida Registered Investment Adviser • The Financial Preserve™ is a trademark of LFA LLC | Contact info@theFinancialPreserve.com | Privacy Policy | Member Investments & Wealth Institute