Fall Financial Checkup: Reassess Your Goals and Maximize Your HSA
As we move past the halfway point of 2024, it’s an ideal time to revisit your financial plans and ensure you’re on track for the coming year. If a mid-year checkup wasn’t on your agenda this summer, fall offers the perfect opportunity to reassess your goals and make any necessary adjustments.
One area that deserves special attention during your fall financial checkup is your Health Savings Account (HSA). With healthcare costs often being a significant part of retirement planning, ensuring your HSA is optimized can make a substantial difference. But how do you know if your HSA has enough funds to carry you through the second half of the year? And if it does, could you be doing more to grow those funds?
In our featured article, “Have you performed an HSA midyear check-in?” you will see a breakdown of everything you need to know to assess and maximize your HSA. The article covers critical points such as how to determine if you're contributing enough to cover routine and unexpected healthcare expenses, whether you're on track to reach your HSA’s contribution limit, and how to decide if investing your HSA funds makes sense for you.
Fall isn’t just about closing out the year—it’s about setting yourself up for success in 2025 and beyond. By taking a closer look at your HSA now, you can ensure you’re making the best decisions for your financial future. Our experts are ready to assist with any questions or concerns you may have, so you can move forward with confidence.
Don’t wait—read the article, review your HSA, and take control of your financial future this fall.
