Here's What We Think

The world of financial advice is changing. I’d argue that it’s actually going through a revolution of sorts, and mid-career individuals and families like yours will be better served as a result.

I've found in recent client meetings - there's widespread confusion about how High Deductible Health Plans and Health Savings Accounts work. Today I want to share how to best to use the HSA’s benefits for maximum long term success. Many high earning professionals are missing out on valuable tax benefits by not steering their HSA balances toward long-term investments!!

Going through a divorce is a very emotional process and on top of the personal side, you have some serious logistical matters to sort through. It’s no surprise that your finances are going to be a big focal point of divorce and while your lawyer may help you navigate the technicalities for the decree itself, what happens next?

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).

If your advisor spends their day tracking the markets, analyzing how Pepsi’s new management will affect their stock price, and whether this is the year for emerging markets…they are not a financial planner.

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.