HIGHLAND Financial Advisors, LLC

The current interest rate environment has driven many to explore high-yield money market accounts and certificates of deposit (CDs) as viable investment vehicles. With interest rates on these instruments at levels unseen in over a decade, it's easy to understand the appeal. However, there is an irony in using these vehicles as long-term investment strategies, especially when compared to the potential tax advantages the stock market offers. #financialplanning #financialadvisor https://lnkd.in/ewyh-9uz

Year-end review season can be an excellent opportunity for those in the workforce to receive feedback on your job performance and push your career forward. Sometimes, year-end conversations can create anxiety, especially if you plan to negotiate a promotion or pay raise and aren’t quite sure what direction the conversation will take. https://lnkd.in/e6rTt3hu

"During my first year in college, I read my first investment book, 'The Intelligent Investor' by Benjamin Graham, widely regarded as one of the greatest stock traders ever. Filled with excitement, I took copious notes, convinced I had stumbled upon the secret to success in the stock market. With this new knowledge, I eagerly deposited $600 into a trading account and made my first trade, purchasing ten shares of Columbia Sportswear Company stock ($COLM) at $56.80 per share". https://lnkd.in/gw2A-cnc

As the end of the year approaches, it’s time for one of the most critical financial planning opportunities for employees: open enrollment. Whether you’re re-evaluating your benefits or making selections for the first time, open enrollment is a golden opportunity to make choices that align with your financial goals and needs. #financialadvisor #financialplanning https://lnkd.in/gRsVKRmN

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. #financialplanning #financialadvisor https://lnkd.in/eKJQjmda

You’ve worked hard to build a stable life for your loved ones, but are you taking the necessary steps to protect their financial future? Life insurance is a crucial tool that provides peace of mind, ensuring that your family won’t be burdened with financial worries if something happens to you. It’s an essential part of any comprehensive financial plan, whether it’s to support your family’s needs or to preserve the stability of a business. #financialplanning #financialadvisor https://lnkd.in/eJrDW5qK

Deciding whether to keep the marital home after a divorce is one of the most significant financial and emotional decisions newly independent women face. While it may seem logical to hold onto the house, there are numerous factors to consider—financial feasibility, practical living conditions, and the emotional impact on you and your children. #financialplanning #financialadvisor https://lnkd.in/eM5iBtWM

As a dental practice owner, planning for your retirement is essential—not just for your future but for your practice's long-term success and your team's well-being. Choosing the right retirement plan can be overwhelming, with options like SEP IRA, Simple IRA, 401(k), and Defined Benefit Cash Balance Plans. Each of these plans offers unique benefits and challenges, so it's crucial to understand which option best aligns with your financial goals and practice needs. #financialadvisor #financialplanning https://lnkd.in/eKm3mWub

This past Saturday, Ed, Joey, Sean, and Vera represented HIGHLAND Financial Advisors in this year’s 9/11 Heroes Run/Ruck, an event hosted by the Travis Manion Foundation to remember the heroes of September 11, 2001. This event brings together communities across the country in a shared commitment to honor the fallen and support those who continue to serve. Our participation underscores HIGHLAND’s continued dedication to being an active member of the community and giving back in impactful ways. The 9/11 Heroes Run/Ruck is more than a race—it’s a moment of reflection and a call to action. By joining forces with the Travis Manion Foundation, we help advance their mission of fostering leadership, character, and selfless service. The foundation, named after Marine 1st Lt. Travis Manion, who gave his life in Iraq in 2007, supports veterans and families of the fallen while inspiring future generations to serve and lead with integrity. Their motto, “If Not Me, Then Who…,” reflects the courage and strength that drive individuals to step up in times of need.

This past Saturday, Ed, Joey, Sean, and Vera represented HIGHLAND Financial Advisors in this year’s 9/11 Heroes Run/Ruck, an event hosted by the Travis Manion Foundation to remember the heroes of September 11, 2001. This event brings together communities across the country in a shared commitment to honor the fallen and support those who continue to serve. Our participation underscores HIGHLAND’s continued dedication to being an active member of the community and giving back in impactful ways. The 9/11 Heroes Run/Ruck is more than a race—it’s a moment of reflection and a call to action. By joining forces with the Travis Manion Foundation, we help advance their mission of fostering leadership, character, and selfless service. The foundation, named after Marine 1st Lt. Travis Manion, who gave his life in Iraq in 2007, supports veterans and families of the fallen while inspiring future generations to serve and lead with integrity. Their motto, “If Not Me, Then Who…,” reflects the courage and strength that drive individuals to step up in times of need.