Is Your Child Eligible for Money? HSAs Strategies & Possible Investment Concerns?
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À propos de cet audio
We cover some big financial topics people often ask about in this episode.
1.) What families should know to get money from the government for their kids.
2.) How could certain strategies make your HSA work harder for you?
3.) Whether an influencer's retirement investment plan makes sense to professional and how it might actually hold up in the real world!
Topics include:
💭 Why Michael tries to push his wife’s buttons at the start
💭 How Health Savings Accounts actually could work harder for you
💭 Common HSA mistakes families may want to avoid
💭 What’s going on with the new government backed kid accounts (Trump & Dell Accounts)
💭 How these kid accounts compare to other savings options for families
💭 An opinion on a retirement investment plan that seemed to scare Michael
💭 Sequence of return risk and why it matters for real world retirement planning
💭 Practical takeaways for parents and anyone planning for the future
Hopefully you find this helpful!
𝐖𝐡𝐲 𝐰𝐞'𝐫𝐞 𝐡𝐞𝐫𝐞?
We’re here to make retirement planning feel less intimidating by helping people think through their strategies and plans through clear relatable financial topics!
💬 Questions or Want to Connect?
🌐 𝐖𝐞𝐛𝐬𝐢𝐭𝐞: www.custerfinancialadvisors.com
📧 𝐄𝐦𝐚𝐢𝐥: custerfinancialadvisors@lpl.com
Disclosures:
Harborfront Financial Group is a Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.
The information contained in this material is intended to provide general information about Harborfront Financial Group and its services. It is not intended to offer investment advice. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement. Information regarding investment products and services are provided solely to read about our investment philosophy and our strategies. You should not rely on any information provided on our web site in making investment decisions.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Harborfront Financial Group, a Registered Investment Advisor. Harborfront Financial Group and Custer Financial Advisors are separate entities from LPL Financial.
This is a hypothetical example and is not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing. All investing involves risk including loss of principal. No strategy assures success or protects against loss.