Mid Career
You're Midway through.
- You've switched jobs or received promotions
- Your 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 Plan
- Allocating your Assets
- Funding the right accounts
- Disciplined Investing
Tax Planning Startegies*
- Minimize Lifetime Tax Liability
- Maximize Lower Tax Brackets
- Tax Free & Tax Deferred Accounts
- Tax 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 Will
- Guardianship for your Children
- Power of Attorney & Health Declaration
- Beneficiaries are correct
