What is an HSA account? An HSA (Health Savings Account) is a type of savings account that you have access to if you have an HSA-compatible health insurance plan, like a high deductible health plan (HDHP). If you’re a Bank of America employee, this means you will have to be enrolled in the Consumer Directed …
Bank of America HSA Accounts – Are They Offered? Read More »
What is an HSA account? A Health Savings Account (HSA) is a personal savings account that works in tandem with an HSA-compatible health plan, such as a high deductible health plan (HDHP). If you work at Wells Fargo, this means you must be enrolled in the Wells Fargo HDHP to be eligible for an HSA …
Does Wells Fargo Offer a Health Savings Account (HSA)? Read More »
My clients always ask me how I manage my own money as if it’s a secret that I keep to myself. The thing about wise money management is that people often feel like no matter how much they learn about the latest techniques and trends, they’re never quite doing it right, that there’s always some …
If the “Great Resignation” has you job shopping and dreaming about what a new position would be like, you are not alone. An estimated 4.3 million people resign from their jobs in January 2022 alone, after a historic 48 million people quit throughout 2021.1 But the grass isn’t always greener on the other side… Many …
Landing a promotion to Wells Fargo manager is an incredibly exciting accomplishment, but it can also be overwhelming, especially if you aren’t properly trained for the position. Globoforce reports that 93% of managers need additional leadership training,1 setting both the leaders and their Wells Fargo team members up for a difficult transition. As a firm …
So You Just Got Promoted to Be a Wells Fargo Manager – Now What? Read More »
Working in the financial industry, Wells Fargo employees know better than most that planning ahead is key to making the most of their finances, but they are still not immune to overpaying in taxes. That is why we pulled together tax planning strategies for Wells Fargo employees! In 2020 alone, the IRS issued over 126 million …
Tax Planning Strategies for Wells Fargo Employees Read More »
In 2020, the IRS issued over 126 million refunds, accounting for 74% of all tax returns filed.1 Considering the vast majority of Americans are still overpaying in taxes, now is the time to plan ahead. At Calamita Wealth Management, we strive to ensure our clients are getting the most out of their money. We do …
Top 10 Tax Planning Strategies to Maximize Your Savings Read More »
After years of working with Bank of America employees (and being married to a former one), I’ve seen some patterns. These patterns are certain financial planning challenges that pop up time and time again. As a firm, we have grown adept at understanding how these challenges affect Bank of America employees and how to best …
Bank of America Employees’ Financial Mistakes – Top 9 List Read More »
No one says “I do” with the expectation that one day they’ll be signing divorce papers. Regardless of how it happens, it can be shocking for any woman to experience the transition into becoming suddenly single. And for many women, divorce or widowhood presents many challenges, both emotionally and financially. The truth is, divorce affects …
After years of working with Wells Fargo employees (and being married to one), I’ve seen some patterns—certain financial planning challenges that pop up time and time again. As a firm, we have grown adept at understanding how these challenges affect Wells Fargo employees and how to best address them. Take a minute to look through …
The Top 10 Financial Mistakes I See Wells Fargo Employees Make Read More »
