Each month, you're invited to join a live class with one of our financial advisers. Register for our upcoming Financial Academy sessions below.
Not familiar with the new SECURE Act 2.0 legislation? No worries! We put together a quick video with an overview of the major provisions of SECURE 2.0 that will impact retirement plans, including yours.
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FEBRUARY SESSION
A big part of tax efficiency is putting the right investment into the right account. Income in some accounts can trigger a surprise tax bill based on the types of investments you are holding in each. Whether you’re a beginner or an experienced investor, understanding asset allocation strategies is essential in helping you navigate through market volatility.
MARCH SESSION
If you’re thinking about your future and wondering how to protect your assets for your loved ones, join us to learn the basics of estate planning. We’ll cover what you need to know about preserving your wealth for future generations, who can help if you need it, and why it’s so important to have a plan in place.
APRIL SESSION
Simple but effective income tax strategies exist to help you save some of your hard-earned money. Get the most out of your paycheck with a little effort and a well-thought-out plan. Join us alongside Chris Velis, as we explore a few strategic approaches for income tax planning.
When it comes to tax benefits, a health savings account (HSA) checks all the boxes. With an HSA, you can set aside money for future health care costs, and then deduct those contributions from your income on your tax return. This means you don’t pay taxes when you save or when you use it to pay for medical expenses.
With the current student loan debt in the U.S. at just over $1.7 trillion, it’s clear that the concern will endure for the approximately 44 million Americans who currently average $40,000 in student loans. Learn more about the savings trends for individuals and how employers can help support their people.
At OneDigital, we believe it doesn’t have to be so hard. Whether you’re still on the path to financial freedom or you need sophisticated wealth solutions to match your unique needs, you deserve to feel in charge of your finances and comfortable knowing your money is working for you.
You deserve to feel confident and in control when it comes to your financial future. Let us know how our financial experts can best serve you by completing the form below.