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Contact: Brian East, CFP®High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Will you be able to afford nursing home care?
How much do you need to save each year to meet your long-term financial goals?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.