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Financial Assistant, Joseph Cavazos, discusses the HSA in this video series for young professionals.

Join us as one of our Financial Assistants, Joseph Cavazos, sits down to discuss the financial milestones that young professionals in their 20s-30s often face. Our goal with this video series is to educate and provide resources that will help guide these young professionals along their financial journey. In this video, Joseph explains and simplifies the HSA.

HSA Explained – The Basics

Joseph will walk you through…

• Key health insurance terms you need to know
• Health insurance plans you may encounter
• What the HSA is and why it’s tax-advantaged
• How the HSA should be utilized

 

Watch more from this Young Professionals video series…

Click here to watch the next video in our series: Young Professionals Program – Life Insurance Explained

 

If you’d like to learn more about securing your financial future and other related topics, check out our Financial Planning blogs where you can access these great resources. (Click here to read more.)

And as always, if you have any other questions, please contact us. (Click here for contact information.)

 

Presented by Joseph Cavazos – Financial Assistant

Learn more about Joseph and the rest of the Storen Financial team here.

 

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. The information provided here is general in nature. It is not intended, nor should it be construed, as legal or tax advice. Because the administration of an HSA is a taxpayer responsibility, customers should be strongly encouraged to consult their tax advisor before opening an HSA. With respect to federal taxation only. Contributions, investment earnings, and distributions may or may not be subject to state taxation. Please consult with your tax advisor regarding your specific situation. Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money. This information is intended to be educational and is not tailored to the investment needs of any specific investor.