The Best Investment: Teaching Your Children to Save and Invest
April 8, 2024A 2022 Gallup Poll found that 58% of all adult Americans own stock. The top 1% owns more than half the total amount invested among those who own stock.1 Making investing possible for your children, nieces, nephews and other loved …
5 Ways a Financial Professional May Help Propel High Earners Towards High-Net Worth Status
April 8, 2024The journey to prosperity involves more than just a high income. It requires strategic planning, wise investment decisions, and a keen understanding of your financial landscape. On Financial Professional Day, explore how working with a financial professional could be a …
High-Net Worth Retirement Planning: How Social Security Fits In
April 8, 2024As high-net worth (HNW) individuals approach their golden years, retirement planning often becomes a focal point of their financial strategies. One aspect of this planning that sometimes creates confusion or misinterpretation is the role of Social Security benefits. Understanding how …
Improving Your Financial Literacy Can Improve Your Business
April 1, 2024Financial literacy is essential for your personal financial health and even more crucial for the financial health of your small business. Being a small business owner comes with many responsibilities, one of which is maintaining the company’s finances and helping …
Matter of Tax Newsletter
March 5, 2024IMPORTANT 2024 DATES, UNVEILING TAX BREAKS FOR HOMEOWNERS & TAX YEAR 2024 AND 2025 ADJUSTMENTS The 2024 tax season is upon us, and it’s time to get prepared for filing your taxes. Whether you’re a seasoned taxpayer or a first-timer, …
Spring Has Sprung: Time to Refresh Your Retirement Plan
March 5, 2024Spring can be a fantastic time to refresh your retirement plan and savings habits. With 2024 bringing increased limits for 401(k)s, individual retirement accounts (IRAs), Health Savings Accounts (HSAs), and other tax-advantaged accounts, it’s worth taking a closer look at …
How High Earners Can Build a Strong Retirement with Their 401(k)
March 5, 2024Approximately 60 million workers contribute to a 401(k)-retirement plan. A 401(k) is a tax-advantaged retirement savings plan companies offer employees and is funded through elective salary deferrals. There are several benefits to having a 401(k), especially if you are a …
How to Navigate Credit Card Debt as a High Earner
March 5, 2024Credit card debt can be a daunting challenge for anyone, but it may also be burdensome for a specific demographic exhibited in the acronym HENRY – high earner, not rich yet. HENRYs, often characterized by high incomes, may experience excessive …
Prepping Early For Tax Day
February 5, 2024If you start assembling the necessary documents and information now, you’ll experience less stress and be in a far better position come April. Gather your tax documents and information Preparation is the key to keeping any tax-filing stressors at bay, …
Gen Xers: “Can I Afford to Retire on My Terms?”
February 5, 2024Financial education, planning, lifestyle adjustments and advice are crucial As Generation X, often referred to as the “forgotten generation,” inches closer to retirement, a unique set of challenges and concerns emerges. Born between 1965 and 1980, Gen Xers find themselves …
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