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Investing In Your Future

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.

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Investments

 
 

Retirement

 
 

Estate

 
 

Insurance

 
 

Tax Planning

 
 

College Planning

 
 

Business Planning

 
 

Money Management

 

Helpful Content

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Jane Bond: Decoding Diversification

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

 

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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