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1043 Meadow Lane
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Certified Financial Planner™ 

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Way To Wealth

 

Way To Wealth

 

Filtering by Tag: 401k

Catastrophe Strikes...

Luke DeBoer, CFP®

Ready for a not-so-fun experiment? 

Imagine something ridiculously financially awful occurs. I mean something that devastates your finances. I'm not talking about a series of bad decisions and bad luck or lack of planning that leads to a situation of financial hardship but rather a singular event that causes you to liquidate everything you own just to get by. This event could be anything really but for the sake of this exercise let's say you get sued. Not just sued but sued in an epic fashion; again, to the extent that you are required to liquidate everything. Since this is a completely made up scenario, let's take it a step further and say that you need to sell everything immediately, pay off all your debts, and then see what you have left over.

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The Awesomeness of HSA's

Luke DeBoer, CFP®

...saving for retirement in any of the available options is about taxes, or at least choosing to save in one vehicle over another is about taxes. H.S.A.'s are the most tax-efficient of them all. And so this is is one of those items in financial planning that you can take to the bank. It's not a gray issue. If you have access to an H.S.A. you should absolutely seek to max it out, almost before putting money anywhere else....

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