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How to Report Your Health Insurance Benefits as a …

WebFor sole proprietors, owners can pay for their insurance premiums directly. When recording the cost of health insurance, create a separate ‘draw’ item in the equity section of the …

Actived: 5 days ago

URL: https://www.xyplanningnetwork.com/books/blog/how-to-report-your-health-insurance-benefits-as-a-firm-owner

HSA vs. FSA: What You Need To Know as an Advisor

WebIt is worth noting that the Coronavirus Aid, Relief, and Economic Security (CARES) Act has expanded upon the assortment of qualified medical expenses. Coronavirus-related …

Category: Coronavirus, Medical Go Health

A Millennial’s Guide to Budgeting for Medical Expenses

WebAdd this to the sum of your fixed premium and routine expenses. Take the total and divide it into 12 chunks. Save that amount each month. Next, establish a clear-cut savings goal …

Category: Health Go Health

Starting the Health Care Conversation- How to Open a Key …

WebHealth care costs are on the rise, and retirees are bearing the brunt of the burden. According to Health View Services, a 65-year-old couple retiring in 2016 faces $260,600 …

Category: Health Go Health

A Small Business Owner's Guide to Section 105 Plans

WebSection 105 medical reimbursement plans continue to grow in popularity and are commonly used by small business owners as a health insurance solution that cuts down on costs …

Category: Medical Go Health

Going Deeper with Clients: Building Trust, Integrating Financial

WebJoin Sadé Soares, founder of Hui Advisors & PhD in Clinical Psychology, for a discussion on building trust in your practice by understanding implicit biases.

Category: Health Go Health

Fringe Benefits: What's Taxable and What's Not

WebTaxable Fringe Benefits. Nearly all fringe benefits are taxable. Taxable fringe benefits are included in gross income and subject to federal income tax, Social Security tax, Medicare …

Category: Health Go Health

XYPN Consumer Blog Financial Planning News Health Care

WebFrom Our Advisors. Health Care | Get the latest tips, tricks, and strategies for planning your financial future. Enjoy news from our industry-leading professionals on fee-only financial …

Category: Health Go Health

W.O.O.P: A Simple Mental Hack to Overcome Obstacles & Reach …

WebW.O.O.P. The official name is Mental Contrasting with Implementation Intentions, or MCII. But the way to remember it and actually use it is to call it W.O.O.P. It stands for “Wish, …

Category: Health Go Health

Beyond Bean Counting: Mental Health in the Workplace

Webby The Bean Team on July 23, 2019 . 2.5 MIN READ. How many beans could a bean counter count if a bean counter could count beans? Well, that depends greatly on the …

Category: Health Go Health

10 Totally Random But Interesting Accounting Facts

Webby The Bean Team on December 25, 2018 . 2 MIN READ. Fact: there's much more to accounting than just numbers and data entry. While accounting isn't widely known as the …

Category: Health Go Health

Stop & Shift: The Mindset Reset that Changes Everything with …

WebStop & Shift will help you become more mindful of your thoughts, words, and actions, resulting in changes to, well, everything . To learn more from Karen Allen about how you …

Category: Health Go Health

What Self-Employed Financial Advisors Should Know About …

WebYou can contribute up to $19,500 (in 2020) in deferred compensation as the employee, and you can contribute up to 20% of self-employed income net of 1/2 of self-employment tax …

Category: Health Go Health

The Three G's: A Philosophy For Living Your Best Life

WebG #1: GLASS OF WATER. You read that right. The first step in this process is as simple as starting your day with a glass of water. A lot of you might already do this, and that’s …

Category: Health Go Health

Can Money Buy Happiness

WebXYPN LIVE keynote speaker, Dr. Elizabeth Dunn, argues that money can in fact buy happiness, so long as you spend it right. Learn how to leverage your spending decisions …

Category: Health Go Health

A Guide to Creating Wellness for Yourself and Your Business in 2021

WebXYPN Makes it Possible. XYPN is the only turnkey advice and planning platform that makes it possible for fee-only financial advisors to build the independent firm of their dreams …

Category: Health Go Health

The Importance of Hitting the Reset Button

WebImprove Your Overall Health. Did you know that regularly hitting the reset button has been proven to lead to the following: Reduced stress. Less risk of heart disease. Improved …

Category: Health Go Health

Wealth and Well-being with Sarah Newcomb, Ph.D. at #XYPNLIVE …

WebXYPN Makes it Possible. XYPN is the only turnkey advice and planning platform that makes it possible for fee-only financial advisors to build the independent firm of their dreams …

Category: Health Go Health

What's the Perfect Time to Make an S Corp Election for an RIA

WebThe election is due March 15 of the year the election is meant to take effect. Thus, if the election is meant to be effective for the 2020 tax year, the due date to make the election …

Category: Health Go Health

Moving Beyond “Fee-Only” by Building an “Advice-Only” Firm

WebAccording to the Kitces article, the three most common ways to charge advice-only fees are: Per Cody, hourly fees can be excellent for clients who want a limited-scope or a “pay as …

Category: Health Go Health

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