Andy Baxley, CFP®, CIMA®, CeFT®, Senior Financial Planner at The Planning Center, was recently featured in a Best Life article titled “9 Ways You’re Missing Out on Free Money.” The piece, appearing in the website’s Personal Finance section, discussed simple yet effective tips for getting more money from the government, banks, employers, and more. It highlighted specific ways in which many people fail to optimize their financial resources, ranging from not getting their employee match on their 401(k) to not claiming tax refunds.
Andy commented on another common shortcoming—not using a Health Savings Account. “I almost don’t think of them as health savings accounts, but profoundly tax-beneficial retirement accounts,” said Baxley. “I think [people] often don’t realize just how broad the list of things you can be reimbursed for is.” Read the full article for more ways you’re missing out on free money.
