You’ve been working with a wealth manager for a few years now. Your savings are built up to a level that makes both mathematical and behavioral sense to you e.g. 3-12 months of expenses built up, targeted savings bucket for big life purchases, special expenses etc. You’ve received guidance and developed a game plan to pay down outstanding debt such as student loans. Things feel good. You’ve made real progress and are now exploring ways to maximize your retirement savings.
Triple Tax Advantaged Health Savings Account: What Does This Mean & Why Should I Care?
Triple Tax Advantaged Health Savings Account…
You’ve been working with a wealth manager for a few years now. Your savings are built up to a level that makes both mathematical and behavioral sense to you e.g. 3-12 months of expenses built up, targeted savings bucket for big life purchases, special expenses etc. You’ve received guidance and developed a game plan to pay down outstanding debt such as student loans. Things feel good. You’ve made real progress and are now exploring ways to maximize your retirement savings.