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Here's What We Think

It's Open Enrollment Season. Are You Maximizing The Benefits Of Your Health Savings Account? Thumbnail

It's Open Enrollment Season. Are You Maximizing The Benefits Of Your Health Savings Account?

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!!

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When should you pay off your mortgage? Thumbnail

When should you pay off your mortgage?

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.

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Planning An Early Retirement? Here Are 7 Key Considerations You Must Review First Thumbnail

Planning An Early Retirement? Here Are 7 Key Considerations You Must Review First

I work with a lot of young professionals and there is a growing number of people in their 20s and 30s who want to retire early. You may have even heard the acronym FIRE before, Financial Independence Retire Early. Fortunately, it’s easier to work towards early retirement when you set out to do so at 20 vs 45 but there are also a lot of important considerations, and it takes some serious planning to pull this off successfully. ✔️

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