What’s the best way to go about saving money? The pecking order of savings, like many things in financial planning, is dependent on an individual's situation. During our financial planning process we will have to make certain assumptions, especially around taxes and compensation later in life, but we focus on doing the most efficient thing that we can, while still offering some flexibility. Diversification of savings for accessibility and taxes in the future is key. We have a process to go through this with you. Listen to us discuss our process for defining a pecking order of savings for someone in this podcast episode.
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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.