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
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The true cost of raising a child may be far more than you expect.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Understanding how a stock works is key to understanding your investments.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Around the country, attitudes about retirement are shifting.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How does your ideal retirement differ from reality, and what can we do to better align the two?
Pundits say a lot of things about the markets. Let's see if you can keep up.