Consider five financial tasks for this summer: 1) Increase your 403b contribution, increase your HSA contribution, 3) update a net worth statement, 4) review investment portfolio, and 5) check your beneficiaries. Watch the 10-minute video for more information.
I have been a college professor for almost 30 years and now I teach other professors how to graduate from academic freedom to financial freedom. Sure, investments are important. But it is just as important to minimize taxes, moderate personal debt, live below your means and use insurance wisely to prepare for the unexpected. Review my approach to financial advising and schedule a no obligation introductory call. We will discuss your financial worries, answer questions, and then you can decide if working together makes sense.
