Financially Savvy at Six Figures

Marissa Klaers, CFP®
January 12th, 2026

Earning a six-figure income is no easy feat. If you’re one of the hard-working few who have made it to this milestone, take a moment to celebrate your hard work.

It can be easy to think that a higher salary will mean the end of your financial worries, but that’s not always the case. In fact, a recent study revealed that a surprising number of high earners still claim to live paycheck to paycheck.1

Don’t equate earning six figures with the ability to spend six figures. While there is no one-size-fits-all strategy for managing a high income, there are some tried-and-true methods that can help point you in the right direction when it comes to maintaining your financial health.

Review Your Budget

Now that you are making six figures, you may be tempted to never look at your budget again. Resist this temptation and go back over your budget to make sure your spending is based on your overall approach, adjusting line items as needed to match any new priorities you may have without going overboard.2

Careful preparation may help you know how much you can consider spending on that trip abroad or splurge item that you found online. Your renewed budget should be designed to help you work towards your new goals while still ensuring your day-to-day needs will be taken care of.

Target Unproductive Debt

Not all debt is bad. There are many forms of debt that can help you both financially and in terms of your quality of life. However, certain types of debt, such as credit cards and personal loans, may be something you want to manage more effectively.

Setting a realistic goal to address unproductive debt can help put you in a better overall financial position and enable you to save more of your hard-earned money. Each penny you save can go toward other goals, such as vacations, travel, or even retirement.

Don’t Forget About Taxes

Now that you’ve entered a new income bracket, your tax obligations may have changed. Take some time to review your personal tax situation and consider consulting with a tax professional to help you avoid any year-end surprises.3

Revisit Your Retirement Savings Strategy

If you haven’t started planning for retirement, your new income level may allow you to start setting aside money using a company-sponsored retirement plan. A financial professional can offer tailored advice on how specific retirement plans may fit into your overall financial strategy.

Move Forward Confidently

Restructuring your budget, managing debt, creating an emergency fund, and beginning to consider retirement can help you establish a foundation for a more comfortable financial future. Even with a six-figure income, proactive preparations can make a big difference in how your money will work for you over time.

1Pymnts.com, January 2023.

2Forbes.com, March 29, 2022.

3This article is for informational purposes only and is not a replacement for real-life advice, so be sure to consult a tax, accounting, or human resource professional before modifying your tax-withholding strategy.

Disclosures: Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Concord Wealth Partners, or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Concord Wealth Partners. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Concord Wealth Partners is neither a law firm, nor a certified public accounting firm, and no portion of the newsletter content should be construed as legal or accounting advice. A copy of Concord Wealth Partners’ current written disclosure Brochure discussing our advisory services and fees is available upon request or on our website. Please Note: If you are a Concord Wealth Partners client, please remember to contact Concord Wealth Partners, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing, evaluating, and/or revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Concord Wealth Partners shall continue to rely on the accuracy of information that you have provided. Please Note: If you are a Concord Wealth Partners client, please advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

Join The Conversation

CONTACT US

Give us 15 minutes to listen to your situation, then we will connect you with an advisor ready to help you reach your financial goals.

This field is for validation purposes and should be left unchanged.
SMS Consent

You may opt out by replying STOP or ask for more information by replying HELP. Message frequency varies. Message and data rates may apply. You may review our Privacy Policy to learn how your data is used. Your data will NOT be sold or distributed to third parties. We maintain consent of our recipients in a client database.

Request Download Partnership Overview

This form is to request an overview of the partnerships Concord has to offer.

This field is for validation purposes and should be left unchanged.

YOU ARE LEAVING THIS WEBSITE

If you click “I agree to proceed” you will be redirected to an external website.

Concord Wealth Partners, LLC

If you are a client of Concord Wealth Partners, LLC (Company) attempting to access your “Client Login Account.” By clicking “I agree to proceed” you are electing to participate in the password-protected access portion of Company internet website. I understand that my participation will allow me to review certain investment-related information accessible from the Company website sourcing from unaffiliated third parties. This password-protected access is made available to clients of the Company free of charge. This authorization shall continue until it is canceled in writing. I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

Otherwise, by clicking “I agree to proceed” you are acknowledging that you will be redirected to a third-party website. Such third-party website may not be affiliated in any way with the Company, and no content on the website should be construed as the Company’s approval of or affiliation with the website. If you do not wish to be redirected, please close this window.