Five Principles of Financial Wellness — Financial Planning (#4)

Be ready for whatever you want your future to be

When it comes to financial planning, it’s never too early — or too late — to start. But as you’re preparing for your future, you’ll need to take several factors into account. Read on for some best tips on starting your plan, adjusting your plan, and what accounts you might need to get started.

Financial focuses for all stages of adulthood

Our savings needs inevitably change based on our age. Different decades of life require different savings strategies. Here’s how to focus your discretionary budget to maximize your savings dollars for several phases of adult life. Learn more here.

7 steps to savvy financial planning

Like most of us, you likely have a goal of enjoying your golden years in a state of retired bliss. What’s the best way to save enough to get there, though? Our investment expert has put together a 7-step roadmap for you to follow as you pursue the future you want. Click through to learn more.

5 quick tips to make the most of your HSA

A health savings account (HSA) is a personal savings account used to pay for medical, dental, vision, and other qualified expenses pre-tax. But it can also be so much more. Here are five ways you can maximize your HSA to make it work for you, now and after you retire. Read more here.

10 steps for your last five years before retirement

Are you planning on retiring in five years or so? If so, you’ll need to take some important steps to gauge whether you’re ready to retire financially and what this time frame means for your savings. Read our 10 tips to make sure you’re prepared for your next big step.

Investing vs. paying down debt

If you have debt as part of your budget, you might not know how to find the balance between paying off your past and planning for your future. But paying down debt vs. investing doesn’t have to be an either/or situation. Here are some things you may want to consider. Learn more.

Investing: Where should you start?

If you’re ready to start investing, you’ll need to evaluate what investment account is best for you when it comes to achieving your financial goals. Each account type has different tax advantages, regulations, withdrawal limitations, and income and age restrictions. Learn more here.

Five Principles of Financial Wellness

In this series, we’re offering loads of tips on how you can boost your financial wellness to meet your goals. Our five-part series covers topics that will be beneficial to beginners and even the most advanced.

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