Here's What We Think

A HENRY is a High Earner, Not Rich Yet, and describes individuals who earn a high income but haven’t YET accumulated significant wealth yet (maybe due to lack of planning, being in an expensive phase of life, having prohibitively expensive goals, or simply due to age).

Young adults, or HENRY's, don’t typically think about life insurance. After all, in your 20s and 30s, you probably feel like your entire life is endlessly stretched out ahead of you, and even more during this hard time.

If you work at a large public company, particularly in tech or consumer goods, you’ve likely been granted Restricted Stock Units (RSUs) as part of your compensation package. Being on the receiving end of Restricted Stock Units is a wonderful thing as they can play a huge role in the accumulation of wealth & ultimately towards dreams of financial independence.

2024 is coming to an end. Have you taken these 3 financial action steps to prepare for the End-of-Year Deadline?