Good Financial Readings: Common Financial Mistakes

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Financial Mistakes to Avoid

Common investment mistakes to avoid

by Michael Fuhr, Evergreen Wealth Services

Investments are an important part of a well-rounded financial plan. As a financial planner, I’ve seen a number of investment mistakes that could have been prevented. These mistakes are often based on emotions or a lack of information. Some investment mistakes can have serious long-term implications. Below are some common investment mistakes to avoid.

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Are You Making These 3 Mistakes With Your Health Account?

by Jake Northrup, Experience Your Wealth

What if I told you that your next bucket list trip (in a hopefully post-COVID world!) Could be paid for in pre-tax dollars, tax-free, penalty-free, and completely legally?

Okay, now I have your attention 😊. I’ll show you how to do it at the end of this blog, but first I have to paint the picture.

A health savings account (HSA) is one of the least used accounts in the personal finance arena. Some people don’t contribute, others do, but spend it every year.

If managed correctly, an HSA is a really powerful Investment account, with which you now reduce your tax burden and have the flexibility to use the account throughout your life (and not just after the age of 59.5 years like most investment accounts).

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7 Beginner Mistakes Even Your Boss Makes At The Time Of Enrollment From Benefits …

by Rebecca Conner, SeedSafe Financial

Benefits of the enrollment season … that lovely time of year where you have less than a month to get your life together (what has changed from last year?) And still meet all of your big year-end work deadlines.

Side note: This is one of the things I feel like Amazon got it right by not having a year-end enrollment deadline 🙂

There are probably thousands of blog posts on performance registration topics, but looking through these you may be missing out on something big. Instead of rephrasing the details of each benefit, I’ll give you the short Twitter headline and a link to a great blog that explains the topic.

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Following financial advisor blogs is a great way to access valuable, educational information about finance – and it won’t cost you anything! Our financial planners are happy to share their knowledge and help everyone, regardless of age or wealth.



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