Here's What We Think

2022 is coming to an end. Have you taken these 3 financial action steps to prepare for the End-of-Year Deadline?

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?

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.