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!!
If you have already calculated your net worth and found that it’s lower than you expected, or that you need to increase it starting now; here are a few simple ways to help.
As a financial planner for mid-career professionals, I get versions of this question all the time, “Should I use my annual bonus to pay down the mortgage balance?” Like any nuanced financial decision, the answer is far from black and white so let’s explore when it does and does not make sense to pay off your mortgage more aggressively.
