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Posts Tagged ‘health savings account’

Optimize Your Retirement Contributions in 2019

By Scott Campbell, RICP | May 9, 2019

Do you know how to invest for tax savings? Different investment vehicles have different tax benefits. For instance, Health Savings Accounts (HSAs) have a triple tax advantage – they are tax free when you add money to the account, make withdrawals and grow without taxes on interest. This article will teach you about how to…

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How to Avoid Ending Up in Hot Water During Retirement

By Scott Campbell, RICP | September 6, 2018

1. Pay Off Your Debts Before You Retire This might seem a little obvious, but when it comes to retirement, interest rates on debt don’t falter. In fact, your debt will likely continue to grow at exactly the same rate as pre-retirement. Unfortunately, as a country we don’t have major debt relief programs for seniors…

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Recent Posts

  • Optimize Your Retirement Contributions in 2019
  • Keep The Tax Credit for Charitable Gifts
  • Retirement Planning Challenges for Women
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Austin First Financial are not affiliated companies. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to [protection benefits, safety, security, or steady and reliable income, etc] streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 258000

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