Health Wealth Facts

Review Your Beneficiary Designations Regularly

Take Advantage of TaxLoss Harvesting

Understand the Benefits of Index Funds

Understand the Impact of Your Risk Tolerance on Investments

Factor in Opportunity Costs When Making Financial Decisions

Use MicroInvesting Apps to Build Wealth Gradually

Evaluate Your Mortgage Options Beyond Interest Rates

Evaluate the Impact of Inflation on Your Retirement Savings

Consider a Flexible Spending Account FSA

Consider the Impact of Taxes on Investment Returns

Understand and Manage Investment Fees

Review Your Insurance Coverage Periodically

Take Advantage of Employer Retirement Matching

Invest in DividendPaying Stocks

Create a Will and Estate Plan

Explore Passive Income Streams

Understand Inflation and Its Impact

Consider DollarCost Averaging for Volatile Markets

Automate Your Bill Payments

Consider a Health Savings Account HSA

Use Sinking Funds for Big Expenses

Practice DollarCost Averaging

Plan for Retirement Early

Learn About TaxAdvantaged Investments

Plan for Healthcare Costs in Retirement

Avoid Overleveraging

Invest in Yourself

Consider the Total Cost of Ownership

Consider LongTerm Care Insurance

Bundle Insurance Policies