Consider five financial tasks for this summer: 1) Increase your 403b contribution, increase your HSA contribution, 3) update a net worth statement, 4) review investment portfolio, and 5) check your beneficiaries. Watch the 10-minute video for more information.

One of my favorite tax strategies is a Health Savings Account (HSA) offered through your workplace. Read more about how to save big on your income taxes. There are three steps to take full tax advantage of your HSA: 1) make maximum contributions, 2) invest in stocks and bonds, 3) delay withdrawals as long as possible.