Broker Check

Stage 2 - 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

  • Creating an Investment Plan
  • Allocating your Assets
  • Funding the right accounts
  • Disciplined Investing

Tax Planning*

  • Reduce 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

These Financial Planners specialize in working with clients in Stage 2.

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.