5 ways we can help you make a difference in your portfolio
Hybrid investing provides a unique way to protect your hard earned money
Steady growth while eliminating losses in the stock market
Safe and predictable lifetime income so you don’t fear running out of money
It’s what you keep, not what you make. The impact of taxes are often overlooked
Having long term care on your terms with your love ones around
"I never thought that I would get the Coronavirus and be sick for a month, but having followed Healthier Money's advice just 2 months earlier, saved me over $300k in potential losses, what a HUGE relief!!"
— Mary F.
"We thought that we knew what we were doing, boy were we off, but Healthier Money helped us to sort it all out, and we couldn't be happier."
— C & L
"As the president of NAHN, Pat and his team shared awesome tips on getting our nurses to pay down debt, how to save and how to budget, I would recommend Healthier Money to everyone"
"I have slept real easy for the last 9 years because I use to always worry about our money, not anymore because Pat has taken care of us"
— Walter & Racheal P.
"Brock was a terrific resource for my kids to speak with, and now guess what, they are actually saving money!"
— Sally S.
"Pat made everything so simple for me to understand and I actually know that I truly can have a great retirement now"
— L. M.
"Thanks to Pat & his team, they were able to show me that I could retire right now, not the 3 years that I thought that I still needed!"
— Dorris W.
"I don't say this lightly, but thank goodness for Healthier Money fixing my portfolio!!"
— Joe S.
Are you worried about too much risk in your
In these times of uncertainty, a properly balanced portfolio is key to long-term success. Find out your risk score and where you stand today.
There are many types of annuities, but they do a great job of protecting your principle against stock market losses, grow your money, and even provide guaranteed lifetime income.
A 401(k) can be very attractive if it has a match on the monies that you put into it by your company. However, looking to see if a Roth 401(k) option is available could grow your money completely tax-free. Remember there are rules to follow. If you're looking for more options for retirement savings then consult your tax or investment professional.
As long as the total combined amount of your contributions don't exceed the IRS maximum annual aloud amount. There are also special options for increase funding limits on people over age 50 and above. As always be sure to follow the appropriate rules.