Financial Strategies - Lifevest Advisors

Retirement Planning

The Solo 401(k) vs. SEP‑IRA Showdown for Self‑Employed ProfessionalsBusiness

Offering higher contribution limits and flexibility, the Solo 401(k) and SEP-IRA each have unique advantages—discover which plan suits your business needs.

Charles
September 7, 2025

View Post

Retirement Planning

The Solo 401(k) vs. SEP‑IRA Showdown for Self‑Employed ProfessionalsBusiness

Offering higher contribution limits and flexibility, the Solo 401(k) and SEP-IRA each…

Charles
September 7, 2025

Retirement Planning

Bridging the Medicare Gap: How to Budget for Health Care Before Age 65Business

Getting ready for Medicare eligibility requires strategic budgeting to cover healthcare…

Charles
September 5, 2025

Retirement Planning

HSA Superpowers: Funding Health Care Costs—and Retirement—Tax‑FreeBusiness

Navigating HSA superpowers reveals how you can fund health care and retirement…

Charles
September 4, 2025

Retirement Planning

Tax Diversification 101: Balancing Pre‑Tax, Roth, and Taxable BucketsBusiness

Getting your retirement savings strategy right involves understanding tax…

Charles
September 2, 2025