What Is A HENRY Financial Planner?
Many professionals and entrepreneurs are earning more than ever but still feel on edge about their finances. If this hits home, you may fall into the category known as a “HENRY.” This label applies to those who earn a higher income, but haven’t yet achieved a financial position that allows them to breathe easy. That’s […]
How Does Values-Based Financial Planning Work?
Although everyone has personal values that shape their lives, it’s easy to overlook them when managing money. You might chase certain milestones or try to meet guidelines that don’t truly reflect what you want out of life. Values-based financial planning aims to help you pause and reflect on the “why” behind your financial choices. In […]
Financial Planning For High-Income Earners
Financial planning often gets portrayed as a uniform process—spend less, save more, invest wisely. However, when you rank among high-income earners, the challenges and responsibilities you face are significantly elevated. You have more disposable income to work with, but you also need to contend with added challenges like advanced tax considerations, potential estate planning hurdles, […]
