Divorce Planning, Newly Independent Women
Joseph Goldy, CFP®, CDFA®
Understanding the CDFA® Designation: Your ...

Anyone who has gone through a divorce knows how emotionally challenging and financially complex it can be. While attorneys handle the legal aspects, a Certified Divorce Financial Analyst® focuses specifically on the financial implications of divorce. This specialized designation equips professionals with the expertise to guide clients through the intricate financial aspects of divorce proceedings, ensuring better outcomes for their financial future.

Understanding the CDFA® Designation: Your Financial Ally During Divorce
Pharmaceutical Professionals, Stock Options, Financial Planning
AnnaMarie Mock, CFP®
Science Meets Finance: How The Scientific ...

Anna Marie Mock, a fee-only certified financial planner at Highland Financial Advisors, discusses the dynamic interplay between art and science in financial planning. Drawing inspiration from Leonardo da Vinci's philosophy that "everything connects to everything else," she emphasizes that financial planning is an art involving subjective goal-setting and a science-driven by objective analysis tools. In this video, Anna explains how the scientific method can be applied to financial planning, using equity compensation as a concrete example. 

Science Meets Finance: How The Scientific Method is Applied in Financial Planning | Ep. 6
Financial Planning, Financial Tips, Net Worth
Stephanie Burke
Understanding Your Money Script

What are your thoughts, feelings, and beliefs about money? What about your partner, and do they differ from your own? Sometimes, the conflict we experience around money in our personal lives can be attributed to incongruent money scripts with those with whom we share finances. Let’s dive into the term money script and how understanding it can help us achieve our financial goals.

Understanding Your Money Script
Financial Planning, Financial Tips
Edward Leach
The Dependent Care FSA – An Overlooked Benefit ...

In talking with clients about the benefits their employer provides during the open enrollment season, one often overlooked benefit if clients have dependents is the Dependent Care Flexible Spending Account (FSA).

The Dependent Care FSA – An Overlooked Benefit During Open Enrollment Season
Financial Planning, Financial Tips, Healthcare, Investments, Life Planning, Savings
Edward Leach
3 Reasons Every High Net-Worth Family Should ...

Health Savings Accounts (HSAs) are not only a savvy investment option but also offer numerous benefits, especially for high-net-worth families. An HSA is a tax-advantaged savings account designed for individuals with high-deductible health plans (HDHPs) to help cover out-of-pocket medical expenses. While the utility of HSAs is universal, they hold advantages for high-net-worth families and have steadily grown in popularity since their inception.

3 Reasons Every High Net-Worth Family Should Fund a Health Savings Account

The Person is the Plan®

Unlock Your Financial Future: The Importance of Goal Setting with Highland Financial Advisors

Unlock Your Financial Future: The Importance of Goal Setting with Highland Financial Advisors

At Highland Financial Advisors, we believe that the foundation of a successful financial plan starts with clear and meaningful goal setting. Our latest video emphasizes why identifying your financial goals is crucial whether you're working with an adviser or managing your finances independently. Through our unique Discovery process, we guide you to connect deeply with your aspirations, ensuring that your financial plan aligns with the life you envision. Join us as we uncover the powerful questions that can transform your financial journey and help you build a future free from regrets.

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Essential Tips for Starting a Relationship with a Fiduciary Financial Advisor

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Essential Tips for Starting a Relationship with a Fiduciary Financial Advisor

Welcome to Highland Financial Advisor's comprehensive video series, designed to guide you through the crucial steps of interviewing and starting a relationship with a fiduciary financial advisor. Whether you're new to financial planning or looking to optimize your current strategy, our clearly defined process and expert advice will help you make informed decisions. In this series, we'll cover everything from understanding fees and value to setting financial goals and creating a personalized wealth management plan. Subscribe now to stay updated and take control of your financial future with confidence.

Decoding Financial Advisor Fees: Your Guide to Transparent Costs

Decoding Financial Advisor Fees: Your Guide to Transparent Costs

Join Reed Fraasa from Highland Financial Advisors as he demystifies the world of financial advisor fees in this comprehensive video series. Learn about transaction costs, product-related expenses, and advisor fees to make the best decisions for your financial future.  

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