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!!

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.

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?