Retirement Planning & Strategies

Dive deep into the world of retirement, from understanding the critical numbers to developing strategies for all phases, ensuring you don’t run out of money and make the most of your golden years.

Find out more about Reap Financial’s Retirement Planning in Austin.

Legacy Benefits of Health Savings Accounts

Legacy Benefits of Health Savings Accounts

When you’re thinking about your retirement, there are a few accounts that likely come to mind, among them the 401k, 403b, the Roth IRA, and more! However, there’s one type of retirement account that is very beneficial and often overlooked: the Health Savings Account (or HSA). Read more.

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Top Ways Retirement Plans Fall Apart

Top Ways Retirement Plans Fall Apart

In this video, Chris Heerlein of Reap Financial discusses key reasons why retirement plans can fail. He highlights several pitfalls: 1 – Buying a Second Home. 2 – Taking on Debt. 3 – Starting a New Business: New ventures are risky and often require substantial capital and time to become profitable. Caution is advised. 4 – Over-helping Friends and Family. 5 – Lack of a Spending Plan.

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Assessing Your Retirement Readiness in 2024

Assessing Your Retirement Readiness in 2024

After decades of work and diligently saving for retirement, you may be thinking that 2024 is the year to finally retire! However, before you officially retire, make sure you take the time to assess your situation and your retirement plan. Taking the time to do this, ensures that you’re in the best possible position when you retire to total retirement success. How do you assess your retirement readiness? REAP Financial is here to help you identify some key things you should be considering!

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