Financial Matters

Tips and news from the financial experts at Attentive Investment Managers.
Jan
08

High-Deductible Medical Plans

health-savings-account

If you are in very good health, a high-deductible medical plan is an excellent way for you to cut your healthcare costs. Firstly, (and most obvious) it brings down your monthly premium. But, did you know that most of these plans can be coupled with a Health Savings Account (HSA)? You can save up to $3,450 (as an individual) for 2018. This gives us yet another avenue to save toward debts or toward your retirement. It is critical to any financial plan that individuals take advantage of any and all programs that fit their situation.

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Due to renewed State orders for shelter-in-place we will be modifying our office operations. We will be suspending services at our physical office for the public. However, we are available to you via web meeting (zoom), email and telephone (Phone lines have been forwarded to our personal cell phones) during regular business hours. We will be able to fully service all your investment needs with no interruption.

You may drop contribution checks at our office through the mail slot or they may be mailed directly to TD Ameritrade (address listed below). Please be sure to notate your account number on the check.

TD Ameritrade
PO BOX 650567
Dallas, TX 75265-0567

Rest assured that we will continue to monitor your investments and market conditions on an ongoing basis with no interruption. Should you have any questions or concerns please feel free to contact us.

We will navigate this crisis as best we can, coming together and making shared sacrifices. We hope that we can help to slow down the effect of this virus together and solve this swiftly. We also wish everyone well and would like to extend our gratitude for your patience during these trying times. Continue to watch for updates from us.