Wealth Archetype Profile: The Planner Read More »
The Planner Wealth Archetype embodies structure, discipline, and a long-term perspective when it comes to financial decisions. Individuals who align with this wealth archetype excel at setting goals, creating budgets, and organizing their finances with precision. However, while Planners prioritize security and future success, they may struggle with financial anxiety, decision paralysis, and a fear […]
Wealth Archetype Profile: The Wanderer Read More »
Some individuals thrive on spontaneity and value experiences over accumulating wealth. They may feel more comfortable focusing on today rather than planning for the future. These characteristics align with The Wanderer—a Wealth Archetype that prioritizes freedom, adaptability, and living in the moment. While these qualities can make life exciting and fulfilling, they can also create
A Guide to Wealth Archetypes and Unlocking Insights for Financial Alignment Read More »
Money is so much more than a tool for paying bills or buying luxuries. It can represent security, freedom, adventure, or a catalyst for shaping the world around you. Yet despite its profound meaning in our lives, many people find themselves following generic financial advice that doesn’t really connect with what matters most to them.
When most people think about building wealth, they often focus on retirement accounts like 401(k)s or IRAs. While these are essential for long-term financial security, there’s another powerful tool that’s often overlooked: the taxable investment account—also known as a brokerage account or non-qualified account. For simplicity, we’ll refer to it as a taxable account throughout
Unlocking the Mega Backdoor Roth: A Smart Strategy for High-Income Earners Read More »
As a high-income professional, you’ve likely heard about the importance of maximizing tax-advantaged accounts like 401(k)s and IRAs. But if you’re seeking ways to contribute even more toward your retirement savings, the Mega Backdoor Roth IRA may be the solution you didn’t know you needed. Before diving into this advanced strategy, let’s first break down
What Should I Do With This Old Whole Life Policy? Read More »
If you’ve ever purchased a whole life insurance policy—maybe from a trusted friend or financial advisor—you’re not alone. These policies are often presented as a way to build long-term financial growth with the added benefit of life insurance protection. Over time, however, your financial goals and priorities may shift, leading you to wonder: Is this
