2024 HSA Contribution Limits Increase: What You Need to Know
The IRS has announced significant increases to the 2024 HSA contribution limits. Learn how to maximize your healthcare savings and take advantage of the triple tax benefits HSAs of
Together, we will bring clarity to your financial circumstances through a seven-step process outlined below. Once we understand your goals and values, we will identify scenarios to help you and your family achieve your preferred outcome. Together, we will create a roadmap to put you on a path towards financial independence.
At Columbus Street Financial Planning, we realize some clients do not wish to maintain an ongoing engagement with a financial planner or advisor. We have created a project-based financial planning-only offering that focuses on your retirement planning goals.
Based on the nature of your short and long-term planning goals, directional guidance will be provided in other areas of financial planning, such as savings strategies, education funding, retirement income planning, insurance needs, and estate planning. The financial planning process usually takes five to six meetings over the course of three to four months based on the complexity and scope of the engagement.
*Based on the normal complexity of the client’s situation. Additional complexity (i.e. concentrated stock positions, equity compensation, pension option selection) may require additional work.
Ad hoc engagements focused on a specific planning topic are available upon request.
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The financial planning process usually takes five to six meetings over the course of three to four months based on the complexity and scope of the engagement.
Based on the nature of your short and long-term planning goals, directional guidance will be provided in other areas of financial planning, such as savings strategies, education funding, retirement income planning, insurance needs, and estate planning.
Project-based financial planning engagements and projects range from $2,000 for young professionals to $3,500 for individuals and couples nearing retirement. The price may vary based on the complexity of the client’s situation. Additional complexity, such as concentrated stock positions, equity compensation, or pension option selection, may require additional work.
We offer a collaborative investment process that is connected to our clients' financial planning and personal goals. We provide access to some of the best investment minds in the business and use a blend of passive and active investment strategies to create globally diversified, low-cost portfolios.
The Wealth Management service is a personalized and proactive financial planning experience designed for individuals and families seeking to simplify their financial complexity and achieve their long-term goals.
The IRS has announced significant increases to the 2024 HSA contribution limits. Learn how to maximize your healthcare savings and take advantage of the triple tax benefits HSAs of
Get prepared for major tax law changes after 2025, including higher individual income tax rates, reduced estate tax exemption, and the expiration of popular deductions and credits.
The SECURE 2.0 Act allows 529 to Roth IRA rollovers starting in 2024. Learn how this change provides flexibility and retirement savings opportunities.