Broker Check

Stage 2 - Mid Career

Mid Career

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

Investment Planning

  • Creating an Investment Plan
  • Allocating your Assets
  • Funding the right accounts
  • Disciplined Investing
Tax Planning Startegies*

Tax Planning Startegies*

  • Minimize Lifetime Tax Liability
  • Maximize Lower Tax Brackets
  • Tax Free & Tax Deferred Accounts
  • Tax Loss Harvesting
Insurance Planning

Insurance Planning

  • Which insurances do you actually need?
  • How much insurance?
  • Which should you avoid!? 
  • Getting the most bang for your buck.
Estate Planning*

Estate Planning*

  • Creating a Will
  • Guardianship for your Children
  • Power of Attorney & Health Declaration
  • Beneficiaries are correct

These Financial Planners focus on working with clients in Stage 2.

* Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.