Tag Archives: FSA

The holiday season is around the corner, and with the busy days ahead, 2018 will be here before you know it. Amidst all the action, we understand how easy it is to wait until the New Year to consider financial changes. But taking a few steps now could help you reduce your tax liabilities — […]

The end of the year is just around the corner, but there’s still plenty of time to reduce your tax bill or boost your refund! Financial professional Brad Allen talks with CBOE’s Business First about taking advantage of every deduction you can before December 31st. Year-End Tax Moves to Save in 2017: 1. Donate to […]

It’s the time of year to be talking about doctors and deductibles, and Americans are not excited! Choosing a healthcare plan can be time-consuming and overwhelming. Nearly half of workers say they’d prefer to talk to their ex-spouse or walk across hot coals rather than choose their health insurance plan. Financial professional Brad Allen talks […]