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Financial Strategy

3 Financial Strategies and Services

3 Financial Strategies

“Working people should, if possible, make tax-deductible contributions to their HSAs and let the money grow tax-free. Invest the money in the stock market,” says Louis Kokernak CFA, CFP, owner of Haven Financial Advisors, Austin, Texas. You should follow 3 Financial Strategies Studies indicate that many people do not put into practice actions that are frequently recommended by financial experts.

3 Financial Strategies for the New Year

At University Financial Strategies our mission is to help families think beyond just saving for college, but helping leverage strategies that leverage your unique situation to help you save on college costs. Ashley decided to make a career change from her ten years within the healthcare industry as a pediatric emergency room nurse to retirement and 401K investment planning. Whether you are just beginning to develop a retirement plan or rapidly approaching retirement, you should enroll in this course.

University Financial Strategies, LLC.does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other investments. I’ve shared with you the 3 financial strategies you should implement in 2018 in your business.

  • Sit down and talk with your family how this month will be in spending.
  • We avoid weak areas of the market which allows us to strive to outperform the S&P 500 index by at least 1% each year.
  • However, the relative lack of substitutability among resources and their cost stickiness limit this strategy.

When You Should Claim Initial Guarantee of Financial Security for your family

It’s like giving yourself a raise and will pay off for you in the long run. Putting money in a Health Savings Account (HSA) while you’re still working is one way to prepare for future medical expenses if you’re planning to retire early.

Rethink Your Insurance Plan

My question to you is “Do you have a business financial strategy for 2018? Before you say “yes” without even knowing what financial strategy is, I’m going to share with you the 3 financial strategies you should implement in 2018. Once we understand your financial situation, we can help you decide which types of products and services How To Discuss Finances With Spouse strategy.…