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YOUNG PROFESSIONALS

Whether you are a few years in or just starting your career, we can help reap the benefits of starting to plan early in your life.
 
Below are topics and questions often covered during financial planning for young professionals.
Topics for Young Professionals:

Investments

Retirement

 
How do I invest?
• How much should I invest?
• Why aren’t my investments making any money?
• What is a good investment strategy?
• What investments should I use in my 401(k)?
• How do I rollover a 401(k) to an IRA?
 
How do I invest?
• How much should I invest?
• Why aren’t my investments making any money?
• What is a good investment strategy?
• What investments should I use in my 401(k)?
• How do I rollover a 401(k) to an IRA?

Insurance

Expense Management

 
Is my insurance coverage enough?
• How much life insurance do I need?
• Should I get disability insurance?
• Should I pay for disability with pre-tax or post-tax money?
• Do I really need an umbrella policy?
 
Will I have to support my parents as they age?
• Am I spending too much? Can I increase my standard of living?
Do I have enough money in my emergency fund?

Employee Benefits

Eduction Planning

 
Which benefits should I use at work?
• How do I get benefits if I’m self-employed?
 
When should parents start saving for college?
• What education 529 options are the best?

Debt Management

Tax Planning

 
Which debts should I pay off first?
• Should I use an income contingent repayment plan for my school loans?
• Can I buy a house and have school loans?
 
• Why are my taxes so high?
• Is there anything I can do to lower my taxes?
• Should I be using a flexible spending or health savings account?

Schedule a free no obligation “get-to-know-you” meeting to discuss your questions.

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