Hitting the $1 million mark is a huge achievement—but what happens next? Today I’m going to break down key wealth management strategies to keep you on track once you’ve reached this financial milestone.  

Right now is a great time to reassess your financial goals and manage lifestyle inflation.  It may also be a good idea to optimize certain tax strategies like Roth conversions and tax-loss harvesting. If you don’t know your options, I’ll walk you through the essential next steps. 

There are other issues as well: risk management, estate planning, and diversification, along with strategies for philanthropy and passing on wealth responsibly. Remember, making money is only half the battle – keeping that money is even harder. Tune in and find out more!