These are just some of the key reasons why you should look into a High Deductible Health Plan (HDHP) and a Health Savings Account (HSA).

Straight from the Tax Horse’s Mouth - 401(k)/403(b)/most 457 plan limits increase to $23,000 (if under age 50), and $30,500 (if age 50+). IRA/Roth IRA limits increase to $7,000 (under age 50), and $8,000 (if age 50+).

Protect Your Personal Information: 10 Essential Steps by John Agnew, CFP®, CPWA®, RICP®, CLU®. In a world where smart devices are spying on you, and data brokers selling your private information, here's how to safeguard yourself:

• Freeze Your Credit

• Use a Password Manager

• Opt for Electronic Statements

• Shred Sensitive Paperwork

• Sign Up for Informed Delivery®

• Use a Data Privacy Management Service

• Limit Social Media Info

• Monitor Your Accounts

• Keep Software Updated

• File Your Taxes Early

Are you an owner of a California qualifying pass-through entity such as an S corporation or partnership? Make your elective estimated tax payment before June 15 for the tax years 2022 through 2025.