Tips for Microsoft Open Enrollment

Open Enrollment at Microsoft begins in early November.  The following is a summary of elections to consider, and as always, please reach out to your Coldstream advisory team if you have questions. HSA (Health Savings Account) If you choose an HSA eligible health plan, you...

Save More For Retirement With Your Health Savings Account

As you plan for retirement, consider using one of the best options for building tax-advantaged savings – a Health Savings Account (HSA).  An HSA is a medical savings account available to anyone enrolled in an HSA compatible high-deductible health plan (HDHP).  For 2021 and 2022,...

Sending Your Child Off to College: A Financial Checklist

Starting college is a big life transition for both students and their parents. While your student may be focused on orientation and choosing courses, there are some important financial considerations that accompany this change as well. Some are administrative items for you to consider, such...

Getting The Most From Your Microsoft Benefits

Microsoft (MSFT) provides generous company benefits which can help employees build wealth, manage risk and secure their future. It’s important to consider how to best integrate the additional compensation, retirement and health benefits into your financial plan. EQUITY AWARDS Your annual grants of Microsoft shares...