Managing Your Money
The Road to Better Health: What Qualifies as an Eligible Expense From Your HSA or FSA
Our Pinnacle | Health & Benefits participants often ask whether certain expenses can be paid for or reimbursed by their Health Savings Accounts (HSAs) and Health Flexible Spending Accounts (FSAs). Sometimes the answer is clear because the expense is listed in Internal Revenue Service (IRS) publication 502 as a common medical or dental expense. Other times, determining whether an expense is a “qualified medical expense” is not as simple. Around the New Year, many people make resolutions to add healthy habits and focus on wellness, so we’ve offered some guidance here related to HSA and FSA expenses that are or are not considered eligible by the IRS.
Classroom Resources for Teaching Kids about Money
While math is handy for counting money and making change, teaching students about money is about more than mathematics. The FDIC has developed a set of four grade-specific curriculums called Money Smart for Young People to deliver basic financial concepts to students in kindergarten through 12th grade.
New Year, Fresh Start: Budgeting 101
A new year is on the horizon! If one of your resolutions is to get a handle on your budget and manage your money better, here are some tips to get you started.
Planning Your Finances for a New Year
If you want to take advantage of opportunities to save on your 2014 tax bill and get a jump start for the new year, the time to act is now. Here are five ways to wrap up the year and start your 2015 finances on the right foot.
Teaching Children About Money
How soon should I be talking to my children about money? It’s a question we hear a lot. Parents know it’s an important life skill that their children need, but knowing what’s developmentally appropriate is vital. We offer suggestions for parents as well as links the FDIC's Money Smart for Young People curriculum and games for kids.
Saving, Investing and Finding Balance in the Sandwich Generation
Supporting your kids and your parents at the same time can be tough. So how do you find balance – and space for your own needs – when you’re part of the “sandwich generation”?
Six Steps for Personal Budgeting
Does it seem like your money disappears as quickly as you earn it? Curiosity about that “phenomenon” is a great cue for the start of a successful budget plan. Follow that spirit of inquiry to find out where all your money has been hiding and put some structure in place in the form of a personal budget.
Keys to Early Financial Planning
You’re just starting out. You spent a long time in school preparing for this moment. This may be the first time you’ve had a good amount of money left over after paying your bills, and you hope it only goes up from here. Where do you start in building a smart financial plan? Here are the basics.
How To: Use Mobile Check Deposit
Many Americans will receive stimulus checks by mail soon. So now is a great time to download the mobile app and practice making deposits from home!
Guide to Shopping for a Bank
Is your banking relationship working for you? Whether you’re moving to a new city, opening a new business or just need more from your bank, picking a new one – and then making the switch – takes some time and effort. Concerns about safety and security may also factor in your decision. What should you look for? We’ve collected a few resources here to help.
