Investing and savings advice with you in mind
Choosing to hire a professional financial advisor can be one of the best decisions an investor can make. This complex decision requires answers to questions such as:
Am I willing to do it on my own, and can I be successful?
What value can a financial advisor provide?
What should I look for when hiring a financial advisor?
It’s simple and obvious but a lot of people miss out on this opportunity. Take advantage of your entire 401(k) employer match. If your employer offers a 401(k) match – that’s free money.
If you have taken advantage of your employer’s free money from the 401(k) match, then the next stop is to maximize your HSA. In 2020, the maximum contribution (both employee and employer sources) for an individual under age 55 in 2020 is $3,550. If your employer contributes dollars into your HSA account, then it’s important to verify the contribution program. Here are three ways that companies may structure their contributions:
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