The Incompass Financial Partners' Loose Change E-Newsletter

4994 Lower Roswell Road NE, Suite 4, Marietta, GA 30068

Phone: 770-971-9141

May/June 2025

Exploring Fixed Income

Investors nearing retirement typically move more funds into income-generating vehicles like bonds. This asset class encompasses a few different types of investments. Here's a look at some of them:

ABCs of HSAs

Although health insurance deductibles and other out-of-pocket costs continue to rise, one good thing has come out of this recent turmoil: Health Savings Accounts (HSAs). Consider taking advantage of this tax-saving opportunity to pay healthcare bills.

How Much to Invest in an HSA

While more people are using Health Savings Accounts (HSAs) to help pay for rising healthcare costs, many of them are not familiar with the investing options they may have available to them. Should you put all your money into a cash option or into more aggressive 401(k)-plan types of investments? A lot depends on your health.

Time for Your Insurance Audit

Summer is around the corner and wind, rain and firestorms will follow. Even if you understand the need for protection like property and health insurance, you may find yourself uninsured or underinsured for certain events.

Beware Of Tax Scams

Don't fall victim to scams during this tax filing season.

Major Reasons Gen Z and Millennials Have Life Insurance

Here are five reasons why Gen Z and Millennials utilize life insurance.

Taxes and Retirement

Many people nearing retirement consider moving to Sunbelt States like Florida and Nevada for both the weather and lack of state income taxes. However, all states have a variety of taxes, so look beyond income taxes and then take another look at your total tax picture.

Work Together When Saving for Retirement

It's not unusual for couples to have varying interests. But when it comes to your financial life, it is important to be on the same page.

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