Maxed Out, Now What

You’ve handled the obvious steps. Now the harder question starts: what should the next dollar do?

Maxed Out, Now What? is a practical guide for working through the decisions that often come after the basics — including tax-advantaged accounts, taxable investing, cash, debt, HSA strategy, real estate, rebalancing, and implementation.

Inside, you’ll find:

• Next Dollar Decision Framework
• Start Here routing
• Cash-assignment guidance
• HSA setup and implementation guidance
• Taxable-account considerations
• Rebalancing and tax-loss-harvesting guidance
• Real-estate considerations
• 12-Month Action Plan
• Implementation Scorecard
• Practical worksheets and checklists

This is not a promise of one “correct” order for everyone.

It’s designed to help you understand the tradeoffs and make your own decisions with a clearer framework.

$15

Educational only. Not individualized financial, tax, or legal advice.