Lisa Y. Jones Lisa Y. Jones

🔍Unlock Hidden Wealth, Safeguard Your Future...

This week, we’re looking ahead: how to future-proof your insurance coverage, what to do with “found money” before it slips away, and a reader’s question on using life insurance for estate planning when you’re not ultra-wealthy

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Lisa Y. Jones Lisa Y. Jones

Protecting Your Future: Insurance, Care, and Cash Flow Choices

For high earners, insurance decisions ripple into every part of financial life, from long-term care options to debt management.

This week, we’re diving into how long-term care planning intersects with life insurance, how insurance premiums fit into a cash-strapped budget, and a reader’s question about whether young, single professionals really need coverage.

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Lisa Y. Jones Lisa Y. Jones

Mid-August Money Tune-Up

Mid-August is a great moment to give your finances a quick reset before fall picks up.

This issue is all about easy wins—tidying where your retirement money lives so growth compounds on a bigger base, smoothing the month so paychecks and bills play nicely together, and keeping your 401(k) choices simple enough to run on autopilot.

Small moves now mean quieter, easier money later.

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Lisa Y. Jones Lisa Y. Jones

Are Your ‘Smart Money Moves’ Costing You More Than You Think?

The higher your income, the easier it is to overlook financial leaks disguised as “good decisions.”

This week, we’re auditing essential coverage, exposing hidden investing costs (even on no-load funds), and answering a smart question about one of the most underused retirement tools.

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Lisa Y. Jones Lisa Y. Jones

Money moves for people who don’t have time for money moves

Let’s be real — most high earners are juggling intense careers, family obligations, and a social calendar that leaves little time for complicated money management.

That’s why this week’s newsletter is packed with moves you can make in minutes that have a long-term impact on your financial confidence and security.

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Lisa Y. Jones Lisa Y. Jones

5 Quick Money Moves + A Student Loan Wake-up Call

It's the last week of our April financial literacy series. We’re serving up 5-minute money moves for busy high earners — plus a critical update on the return of federal student loan defaults starting May 5th.

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