Stage 2 - Mid Career Mid Career You're Midway through.You've switched jobs or received promotionsYour student loans are paid off (or mostly so)You're children are growing up fast and gaining independence You're trying to balance life, work, and family, and your finances have taken a back seat. But you're ready to prioritize them. Here are some areas to consider. Investment Planning Creating an Investment PlanAllocating your AssetsFunding the right accountsDisciplined Investing Tax Planning* Reduce Lifetime Tax LiabilityMaximize Lower Tax BracketsTax Free & Tax Deferred AccountsTax Loss Harvesting Insurance Planning Which insurances do you actually need?How much insurance?Which should you avoid!? Getting the most bang for your buck. Estate Planning* Creating a WillGuardianship for your ChildrenPower of Attorney & Health DeclarationBeneficiaries are correct These Financial Planners specialize in working with clients in Stage 2. Dan Odenbach, CLF® Michael Myers Michael Swartz Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.