Purposeful Savings: Tools for Building Your Future
What is a CFP Professional?
Download this informative brochure to learn what sets a CERTIFIED FINANCIAL PLANNER® (CFP®) professional apart. It explains the education, experience, exam, and ethical requirements that CFP® professionals must meet, and why those standards matter when choosing someone to guide your financial future.
Can I Make a Deductible Contribution to My HSA?
This interactive flowchart to help determine whether you can make a deductible contribution to a Health Savings Account (HSA) for the 2025 tax year. It outlines the key eligibility criteria—including HDHP coverage, Medicare status, age, and FSA participation—and provides clear guidance on contribution limits and timing rules.
Congratulations On Your First Paycheck
This one-page guide from APC Financial Planning offers foundational advice for young professionals receiving their first paycheck. It covers essential topics like budgeting, building emergency savings, leveraging employer retirement plans (including Roth options), managing credit cards, using HSAs, and evaluating employee benefits. A must-read for anyone beginning their financial journey with confidence and clarity.