Remember why you’re saving! Having clear goals can keep you on track.
Investing focused only on your success. The better you do, the better we do, we are RIAs. Our #1 priority is to help you achieve the retirement goals we set out with you in our initial financial planning meeting.
Beyond the 401k
Tucking money away into your 401k is a great strategy to plan for retirement. But what else can you be doing to plan for the future? There’s more than one way to get where you need to be, among your options are:
Health Savings Accounts (HSAs) are a great way to reduce your tax burden because contributions to an HSA are taken pre-tax and withdrawals are tax-free for qualified health care expenses.