How strict are they with HSA reimbursements? It seems people keep all their receipts but I haven’t seen or heard any instances where the irs requested proof.

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I suspect they would ask for it if you get audited

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I haven’t done HSA but at least with FSA they typically start asking for receipts around $500 and up, anything less and I haven’t needed to bother

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Let’s finish this up strong! What are your year-end self development plans?!
We have our last session of the year of our group/guest financial education cycles at our Downtown Toronto office this Saturday. We go through our first financial education session that we talk about basic to higher level of financial information; from saving, investing, risks and returns, registered accounts, etc. There is no cost and no obligation. If you are interested to attend in-person or via Zoom, let me know.

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I’m going to lose my marriage if I stay in my current job.

I can’t quit because I’m the only income on the house.

I don’t have a new job yet.

Hard times.

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Does LTA and phone allowance are processed each month as a taxable income if we do not produce the bills ?

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Hello Fishes!

I’m in my early 20s and would like to get some ideas on what would be the best way to start investing? I have 10k for Emergencies, 20k in HYSA. And extra 10k to play around with. I’m already investing in my 401k up to my company’s match and planned on maxing out my Roth eventually…but would to know what are somethings you are all doing for investment.

Thank you!

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Dear All Fisbowls,

I have a query. Request all of yours suggestion and if you have done something similar to this please share.

You have resigned and have offer in hand suppose 15 fixed.
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Request to share honest detail here.

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My husband and I have saved up about $80K and it’s just sitting in our bank account. We thought we were going to buy a townhome but with the crazy inflated prices we decided not to since we like where we live currently (location could not be better and rent is crazy cheap at only $700 a month). How should we invest our money in the meantime while we save up for a house?

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My partner and I are in the process of buying a PHEV that qualifies for the full non-refundable federal tax credit. We will both owe taxes in excess of the current $7,500 cap (will see if that increases with the new budget bill). If we both own the car (i.e. both names on the title), how do we manage filing for the tax credit when filing separately? Do we just pick one of us to file? Is there guidance on splitting the credit across owners? Does it matter what order our names are on the title?

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Looking to put $5K in the market. Which ones would you buy? Lululemon, delta airlines, Peleton, docusign, Zoom, etsy. Any that I’ve missed and should consider? Already have MSFT, BRKB, NVDA, BABA and multiple broad ETFs

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