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Financial education
  • Take advantage of your Employer Sponsored Retirement Plan and their matching contributions.

  • Invest into a Roth IRA.

  • Invest in an HSA. Helps pay for out of pocket medical expenses.

  • Invest in a 529 Education Savings Plan. Helps pay for education expenses.

  • Invest into a Non-qualified retirement plan. Helps increase your savings for retirement.

  • Roll over your retirement account to your new employer.

  • Save SIX months of living expenses in a bank savings account for unexpected expenses.

 

“Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it.” ―Albert Einstein. 

 

Compounding can work for you or against you. When you carry a credit card balance it works against you. When you invest for the long-term it works in your favor.

  • Time in the market beats attempting to time the market

  • Keep your portfolio diversified

  • Front-load your retirement investing…so compounding can do the work for you

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