Here's What We Think

Switching jobs or enrolling in benefits? Learn how to choose life, disability, health insurance, and 401k options that support your long-term plan.

Learn how timing your charitable giving can improve tax efficiency, why “lumpy” donations matter, and how to give more intentionally.

I have previously explained that “net worth” and “money to invest” are the absolute wrong metrics to use when it comes to figuring out if you’re “ready” for a financial advisor…So if those are not the right numbers to help you determine if you should be working with an advisor, what are the right metrics?

Discover 11 common financial myths high earners believe and how rethinking them can help mid-career professionals make smarter planning decisions.

Learn how paying your kids through your small business can reduce taxes, what IRS rules apply, and when this strategy actually makes sense.

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!!

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.