Here's What We Think

Making a "dangerous" amount of money is a real thing. If your income in 2020 was in the $150,000-$500,000 range you want to continue reading. If you're making $75k-$80k you probably have to have a pretty good handle on how much you're spending, how much you're saving and what is left over each month because you have to. There's not so much "extra" and so it requires you to be extra diligent about how you are spending your money (even more so if you're committed to a savings goal).

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 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 HENRY or Pre-retiree, you should understand that having life insurance is part of a responsible financial plan. Most people are not aware that needs keep changing according to their life stage. If you have found a plan that meets your needs and gives you peace of mind, it is important to reevaluate your life insurance needs as they fluctuate during different life stages.