You’ve built a life. You want to be in charge of it.
Your career. Your family. Your future.
Now the decisions are more complex. Investing. Retirement. Aging parents. Protecting what you’ve built.
You don’t need someone else running the show. You need to understand your options, ask your questions, and make decisions that reflect your priorities.
TOBI brings greater depth to your financial life—with systems designed to fit it.
Your dreams. Your peace of mind. Your confidence.
Topics Covered for TOBI
Everything in ALIS, expanded for your adult financial life.
• Advanced investing and complex assets
• Credit issues and repair
• Backdoor Roth and mega backdoor Roth
• After-tax 401(k) contributions and the 415 limit
• Social Security
• Long-term care insurance (LTCi)
• Health insurance issues—including Medicare for parents
• Annuities: the good, the bad, and the mediocre
• Inheritance considerations
• Trusts and special needs
• Financial organization—including managing finances for a parent, grandparent, or other family member