Posts by Trevore Meyer, CFP®
How to Use Your Health Savings Account [Video]
The Health Savings Account has a triple tax advantage, so watch this video to learn who can use this tool and when.
Read MoreHow Interest Rates Affect Your Pension Plan [Video]
Retirement planning requires a lot of details. In this video, we breakdown pension plan options and how interest rates are involved.
Read MoreHow Will Your Pension Choices Impact Your Retirement? [Video]
Your pension choices, from lump sums to annuities, have a huge impact on your retirement plan. Watch this video to better understand how!
Read MoreYour Guide to Open Enrollment & Employee Benefits [Video]
Open Enrollment is the period, from September to November, when you can change your employee benefits. Do you know what benefits you need?
Read MoreUpdate Your Monthly Contributions [Video]
Did you know the maximum amount that can be contributed to retirement accounts can change from year to year? It’s true. And taking advantage of these contribution limit increases can make a big impact over your working career.
Read MoreGiving Back: Serving in Student Ministry
In 2014 my wife and I started serving in our church’s student ministry as youth group leaders. We have grown through this experience and would definitely encourage others to get involved however you can!
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