by Team Vestia | Dec 1, 2022 | Investing
The end of the year is full of the hustle and bustle of the holidays, but it’s also a great time to “clean up” your investments. Regular portfolio rebalancing is one way to maintain proper allocations and risk alignment for your unique financial situation....
by Team Vestia | Sep 1, 2022 | Financial Planning
A Health savings account (HSA) can be a powerful tool for long-term health savings and can even help you save for medical costs in retirement, which may come in handy down the line. A Fidelity study found that a 65-year-old couple retiring in 2022 would spend about...
by Team Vestia | Aug 15, 2022 | Financial Planning
Owning a business means you may have creative ways to help save for your kids’ education. With the average cost of tuition tipping $35,000 per year, saving early and consistently is the best way to meet your future goals. Let’s look at how medical...
by Team Vestia | Jun 1, 2022 | Financial Planning
Your unique views on money directly influence how you use it, and your mindset toward money can drastically impact your financial wellbeing. Your money mindset affects your decisions and helps you write your financial story. Here’s why your money mindset matters...
by Team Vestia | Mar 1, 2022 | Financial Planning
Many doctors prioritize their financial health and seek to pass that trait onto their children. Plus, given the current state of financial literacy in the U.S., most education about money and personal finance falls on parents or caretakers. And one of the most...
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