Asset Location Strategies for High Earners
Maxing out retirement accounts isn’t enough for high earners; understanding asset location and tax implications becomes crucial.
How A Financial Planner Can Transform Your Future
Learning about the ‘pain point’ in your financial plan.
$1M Decision: Simple vs. Compound Interest
Comparing simple and compound interest mirrors investment choices: bonds offer steady returns, while stocks and funds reinvest dividends, showcasing the value of long-term growth strategies
Why Insurance Matters
My core values of faith, family, health, and experiences drive my saving habits, ensuring their protection through insurance against unexpected tragedies.
The Role of Continuous Financial Planning
Financial planning isn’t about a single, static plan, but rather an ongoing relationship where adjustments are made to navigate life’s uncertainties, much like using a GPS on a journey.
Successful Investments: Growth, Margins, Efficiency, and Trust
Invest in strong growth, attractive margins, capital efficiency, and trusted management for enduring success.
Understanding the 5-Year Rule for Roth IRAs
Transitioning to a Roth IRA for early retirement? Remember the 5-year rule: to avoid penalties on gains, meet both age and account duration requirements.
How Do I Save for College?
Exploring College Savings Options: Comparing 529 Plans and Roth IRAs, and the Pros and Cons of Each for Education Funding.
What Does An Executive’s Checklist Look Like?
Efficiently balance financial goals through automated savings and detailed plan reviews.
Managing Your Tax bracket
Reduce retirement taxes with strategic asset allocation, emphasizing the importance of forward-thinking planning.
How to Create a Tax-Efficient Portfolio
Reduce your retirement tax burden through strategic asset location, balancing taxable, tax-deferred, and tax-free accounts, while considering the complexities and pitfalls of each.
Creating A Balanced Financial Plan
Adding your core values into your one-page financial plan.
