Epstein Financial Blog

High Net-Worth Individuals: Are You Missing Opportunities in Your Financial Planning?

High Net-Worth executives and those that have been self-employed, can experience common problems in their financial planning journey. Often, they have missed opportunities in their financial planning because they haven’t planned adequately for their retirement even though they make a high income.

LPL Financial Research Outlook 2023: Finding Balance

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets and global economy or what’s happening in our local communities, the news we’re hearing on a daily basis has the potential to disrupt the balance of our lives.

How Should High Net-Worth Women Use Their 401(k)?

The 401(k) allows (most) account owners to stash away $20,500 per year (or $27,000 for those age 50 and over), without paying any federal income tax on contributions.¹ And with 2017's Tax Cuts and Jobs Act reducing the top marginal tax rate for just about all tax filers through 2026, this could be a good time to reduce your pre-tax income. How can high net-worth women optimize the use of a 401(k)?