Your Financial GPS
Welcome, I am Jason Nowitzki of HighPoint Planning Partners. I help hard-working families prepare for two of the most important transitions in their lives- sending their children to college and planning for retirement. I approach college planning in a distinct way by helping parents and children understand the complex world of financial aid and how to maximize the aid award with the hopes of reducing the cost of college. Whether your child is 7 months, 7 years, or 17, it’s time to start planning for their future. With the help of a financial professional, individuals can rely on their retirement savings less for education costs and have more to live off of in the future.
In addition to college planning, I also help individuals with other long-term goals. I have a strong belief that investors should diversify the tax treatment of investments and I will help you determine the optimal mix for your situation. I am also well-versed in both investments and insurance. Contact me today to see how I can help you and your family pursue financial independence.View our Services
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here are six flags that may make your tax return prime for an IRS audit.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
At what point can you call a personal vehicle commercial?
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There’s an alarming difference between perception and reality for current and future retirees.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What is your plan for health care during retirement?
Understanding the cycle of investing may help you avoid easy pitfalls.
Why are 401(k) plans, annuities, and IRAs so popular?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.