Identifying available savings opportunities and prioritizing across accounts can be complex and overwhelming. For example, do you know whether you are eligible for and taking full advantage of pre-tax health care savings accounts, such as HSAs and FSAs? Are you optimizing your retirement savings, choosing between traditional and Roth options, obtaining the full amount of any employer match, and maximizing your contributions?
To help you spot ways to save more this year, we have a checklist:
What Accounts Should I Consider if I want to Save More that outlines over 15 strategies to consider when you have surplus cash or savings on hand.
While the checklist can help you identify different opportunities, we are always available to meet with you to discuss your finances and goals, and to identify what options best suit your unique circumstances.
Please contact us today to schedule a time to discuss this further.
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