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General

What Accounts Should I Consider If I Want To Save More?

Updated 12/1/2023

When a client has a surplus of cash on hand that they want to save for the future, they often need help identifying all of the different account types to consider. This checklist provides a structured outline to guide your client conversations regarding available and appropriate saving strategies. It covers accounts across the following categories:

  • Foundational Savings
  • Healthcare Savings
  • Retirement Savings
  • Employer-Provided Benefits
  • Business Owner Savings
  • Accounts To Help Future Generations
  • Tax-Deferred Insurance Options
  • Other Account Considerations

Click here for a client-facing email template.

Related Guides
What Issues Should I Consider If I Experience A Sudden Wealth Event?
Category: General, Working / Accumulation Phase, Estate Planning, Life Events
Should I Take My Pension As A Lump Sum?
Category: General, Retirement / Decumulation
What Issues Should I Consider When Starting Out Financially?
Category: General
What Issues Should I Consider When Reviewing Cash Flow?
Category: General
What Issues Should I Consider When Funding An Unexpected Expense?
Category: General
What Issues Should I Consider When Dealing With High Inflation?
Category: General
Where Should My Next Dollar Go?
Category: General, Tax Planning
What Issues Should I Consider When Establishing And Maintaining My Emergency Fund?
Category: General

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