Case Study: Is There Such A Thing As Too Much Insurance?
I always wondered when someone self-insured for life events if they had too much insurance. We received a new client a few years back, and she had four whole-life policies and was collectively paying around…
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Why Paying Taxes Today Can Lead to a Simpler, Happier Retirement Tomorrow
Paying taxes now and having tax-free withdrawals in retirement can offer peace of mind and simplicity during your retirement years. Here are a few reasons why some people find this approach mentally advantageous: Certainty: By…
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Retirement Roadmap: 9 Key Steps for High-Income Earners to Maximize Their Working Years
What are you doing with your 1.26 billion seconds during your working years? Those 1,262,304,000 seconds—about 40 years—can be used to set up a solid financial foundation for a successful retirement at 65. Here’s a…
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Triple Tax Savings with HSAs: The Ultimate Guide for High-Income Earners
Health Savings Accounts (HSAs) are incredible, especially for high-income earners, because they offer a triple tax advantage, making them a powerhouse for tax deferral, medical expenses, and retirement planning. Here’s why: 1. Triple Tax Advantage…
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Retire Smarter: Strategies for High-Income Earners to Maximize Your Tax Savings
There are many great ways for a high-income earner to save for retirement, some strategies that I even use in my family’s financial planning. One thing I have in mind for today pertains to singles/couples…
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