Financial Insights

Practical guidance on markets, planning, taxes, and investor behavior—written for busy professionals who want clarity without jargon.

Illustration of a focused, middle-aged person at a wooden desk reviewing a paper labeled “Retirement Account,” surrounded by a piggy bank, a laptop displaying a rising chart, scattered financial documents, and a wall calendar with “50” circled—conveying mid-life financial planning in warm orange and blue tones.

Your 40s Financial Checkup: What to Fix Now So You’re Ready for 50

Your 40s are halftime for money goals. This guide shows how to reset retirement targets, curb lifestyle creep, erase high-interest debt, fortify insurance, and fine-tune tax and investment strategies—so you arrive at 50 with confidence and momentum.

LA Financial Planning

Gustaf Rounick, CFP®, ChFC®

Nov 13, 2025

Financial Insights

Practical guidance on markets, planning, taxes, and investor behavior—written for busy professionals who want clarity without jargon.

Your 40s Financial Checkup: What to Fix Now So You’re Ready for 50

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