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Without the burden of monthly mortgage payments, you can redirect those funds towards savings or investment opportunities, such as the stock market. An HSA is a versatile financial tool that offers significant tax advantages and opportunities for long-term wealthaccumulation. Contributions to an HSA are tax-deductible.
This year, our letter will focus on some of our clients’ big-picture questions, such as: Have our priorities changed or shifted in ways that may alter our current strategicplans? Should we modify existing plans considering changing market conditions? A Look at Wealth 2019: Millennial Millionaires.
But we need to remember that good planning never assumes the ability to predict what’s going to happen with capital markets, tax policy, or one’s own personal, family or business circumstances. A full year-end planning conversation would not be complete without a review of risk management plans.
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