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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

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

 

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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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.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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