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Health Savings Accounts (HSA’s)

We’ve been helping clients maximize their Health Savings Accounts (HSA’s) for 3 main reasons. Watch below as Michael Riney explains if an HSA account is right for you!

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Einhorn’s Theory

If your reach for happiness often leaves you empty handed, James has something for you. Einhorn’s Theory of Happiness suggests that we just look for happiness in the wrong way.

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Kids & Money

Kids pick up on more than you think, so what have the kids of Wealthquest learned about money from their parents? Watch this videeo to find out!

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End of Year Review

We all expected 2021 to be a liberation from the confinement and the confusion of 2020, but in reality it was just more of the same. As you reflect back on this year that wasn’t quite what you hoped for, can you find some gratitude?

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Safe Record Keeping

Detailed and accurate record keeping is kind of like your own personal form of insurance. After all, nothing is ever foolproof. Mistakes happen – so it’s important to be prepared. Watch this video for some tips on safe record keeping!

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Preparing Income Taxes

Most people think there are only one, maybe two options for preparing their income taxes, but actually there are four! To understand the options available to you and pick the one you feel most confident in, watch this quick video!

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Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if WQC is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data-to the extent applicable). No ranking or recognition should be construed as a current or past endorsement of WQC by any of its clients.

ANY QUESTIONS: WQC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

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 Living a Rich Life: The No-Regrets Guide to Building and Spending Wealth, by James Lenhoff

Latest Episode of The Rich Life Podcast

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