About the Author
Financial Wellness co-columnist Geoff S. Huber leads Triune Financial Partners’ retirement plan department. He’s been in the financial planning industry for three decades, focused solely on retirement plans for over 20 years. He and his team partner with credentialed third-party administrators to serve clients. Together, they work with small- to mid-sized businesses.
Written By This Author

Finance
Roth Contributions and Your 401(k)
Investors sometimes need to be prognosticators when earmarking pretax and after-tax dollars.
Finance
Updating Your Clinic’s Retirement Plan
Tax credits, automatic enrollment, contribution limits and catch-ups are all factors you should consider when updating your veterinary practice's retirement plan.
Finance
Start 2025 on the Right Financial Foot
The clock is ticking on all the ways you can shore up your accounts, reduce taxes, and plan for the unexpected or inevitable.
Finance
A Guide to Getting Started in Investing Money
When is the right time to invest my money? How do I get started? This personal finance guide covers the biggest questions for veterinary professionals.
Finance
Tilting the Balance in Your Favor
One defined benefit plan offers business owners higher contributions for retirement and more tax advantages.
Finance
What Did We Learn About SECURE 2.0?
Retirement plans, employer incentives and participant options have improved and will continue to do so.
Finance
Choosing the Best Retirement Plan
Your practice might need an overhaul if you neglect to monitor a few key performance indicators.
Finance
How to Choose a 401(k) Partner
Plan recordkeepers and their fee structures vary widely. An independent adviser can translate the fine print.
Finance
Save and Secure
A new federal law presents more retirement planning opportunities for veterinary practices and team members.
Finance
Overcoming Financial Inertia
Create positive momentum for your money and assets by setting deadlines and tying up loose ends.
Finance
Planning in the Face of Uncertainty
Don’t allow world events to cloud your approach to saving for retirement.

Finance
First of All, Get a Second Opinion
Your practice’s employee retirement plan might need a couple of tweaks to go from average to outstanding.

Finance
Work on Your Clinic’s Retirement Plan
To attract, retain and reward employees, practice owners must offer competitive compensation as well as a properly designed retirement plan.


