In our September 2023 newsletter, one of our articles talked about the new FHSA account, which was created to help people save for their first home. By now, most of the major details are well-known: You can contribute $8,000 a year to the FHSA You can contribute $40,000 lifetime to the FHSA Contributions are tax-deductible… Read More
The You First Blog
The Investia mobile app has continued to evolve since its launch in summer 2021. Recently, the app underwent a visual overhaul that has made it easier to navigate. Without question, the Investia mobile app is the easiest way to review your portfolio. Setting up the Investia mobile app is easy. Downloading the Investia App:… Read More
The deadline to contribute for the 2022 tax year is soon approaching. Depending on your marginal tax bracket, you could see a tax savings as high as 53.5% on your contribution. Roughly speaking, if you earn more than $50K a year, a $1,000 contribution will generate a $300 tax savings. If you earn more than… Read More