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Education and insights about all things financial planning.


7 Mistakes High Earners Make
It’s a wonderful feeling when your income is strong and you don’t have to watch as carefully how much you spend. You have margin.
With that increased margin, some lose any sense of urgency. And in the back of your mind you might still be asking, “Am I doing all the right things?” or “Am I missing something?”
Seven mistakes I see high earners make, from not enough insurance to too much house.

Michael Hollis, CFP®
Oct 306 min read


I have 401(k)s at old employers. What should I do with them?
I’ve witnessed situations where people make a choice without being thorough, only to have a real mess on their hands. The financial planning process I use breaks the answer down into five steps, so you minimize headaches.

Michael Hollis, CFP®
Sep 149 min read
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