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Category:
Cash Flow, Budgeting, And Debts

Account Savings And Contributions Review

Updated 12/1/2024

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

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.

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