July 2023 Newsletter
More Americans Embrace the Cashless Economy

A growing number of Americans are going "cashless" for everyday purchases. Read more
Give Your Money a Midyear Checkup

Mid-year is an ideal time to take a close look at your finances. Read more
Home Energy Tax Credits

Two tax credits are available for the installation of energy efficient or clean energy property in your home. Read more
Be In The Know:
Incorporating HSAs as Part of Your
Long-Term Planning


Tuesday, July 11, 2023
5-5:45 p.m. CST | Followed by a Q&A


Health Savings Accounts, better known as an HSA, are a powerful tool to create wealth. The most appealing part of an HSA is the triple tax-exempt efficiency: money goes in pre-tax, grows tax free, and can be used without paying any tax when funds are withdrawn for approved medical expenses. 

Investment Strategist & Portfolio Manager Mark Gierach will examine a list of HSA approved medical expenses, explain why you should not access the funds until later in life, look at some scenarios to estimate how much a person can accumulate in an HSA account and talk you through exploring whether or not you can take advantage of the tool.
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Stiles Financial Services is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.