Articles Under the Tag: Retirement

General

Are you focusing on financial independence?

3 minute read

March 15, 2022

Start creating a plan to become financially independent now, so that you can obtain financial freedom in your future.

Reimbursement Accounts

Using Your HSA as a Long-Term Savings Vehicle

4 minute read

January 04, 2022

Are you aware of the unique advantages an HSA has to offer? Understanding your HSA can lead to financial wellness and security.

General

Why More Young Adults Should Be Looking to Secure Their Financial Future

6 minute read

November 23, 2021

With all the excitement that comes with young adulthood, this phase of life also means it's time to get a jump start on planning for your future.

Reimbursement Accounts

HSAs Pack a Triple-Tax-Savings You Don’t Want to Miss

4 minute read

September 07, 2021

Did you know that your HSA can be used as an investment tool? Or, that contributions and withdrawals can be tax free under certain circumstances?

General

Starting Your First Job? Four Financial Tips to Start Right

5 minute read

August 10, 2021

Your first job can be an incredibly exciting time! Learn more about four ways you can get your financial future started off on the right foot.

General

Gen Z and Millennials Need to Save for Retirement ASAP

4 minute read

July 13, 2021

The more time you have, the bigger the chance that you can plan for a comfortable retirement. Here are some savings tips for Millennials and Gen Z.

Benefits Strategy

Retirement Realities: Health Coverage with Medicare

4 minute read

February 10, 2021

It’s important you consider all your post-retirement health expenses when planning your retirement savings goals.

Benefits Strategy

Retirement Realities: Understanding Social Security Benefits

4 minute read

February 02, 2021

Social Security benefits aren’t typically enough to cover all expenses after retirement.

Benefits Strategy

Retirement Savings Withdrawals vs Loans

6 minute read

August 04, 2020

There are key differences between retirement savings withdrawals and loans, some of which could have major financial consequences or penalties.

General

4 Ways to Invest in Your Future with Your Tax Refund

2 minute read

March 31, 2020

If you've benefitted from a tax refund, here are a few ways to invest this money back into your personal and financial health.

Reimbursement Accounts

Should you invest your HSA?

5 minute read

February 27, 2020

Learn more about the pros and cons of investing your HSA, and why this may be a beneficial strategy to consider for your overall financial wellness.

Benefits Strategy

Roth vs. Traditional IRA: Deciding Where You Want the Tax Benefit

3 minute read

February 06, 2020

When it comes to retirement planning, there are multiple ways for education professionals to save.

American Fidelity Assurance Company
americanfidelity.com