Your Retirement Journey Begins Here...
In the game of chess, “best moves” are determined by developing a plan to advance toward victory while protecting valuable pieces from loss. Similarly, life’s financial “best moves” are determined by developing a comprehensive plan to achieve goals while protecting valuable assets.
At Fort Wealth Management, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
Fort Wealth Management is a comprehensive retirement planning firm that helps Austin’s soon to be retired and retired residents effectively plan for and prepare for life’s greatest journey. As your retirement guides, allow our team to help you:
- Protect and preserve your retirement savings and investments
- Create an income plan for retirement
- Plan for long-term care medical needs
- Develop and implement an estate and legacy plan
In today’s new and challenging economic environment, you must not only save and invest strategically in order to retire, but also take distributions from your accounts during retirement in the most efficient manner as well. Count on us as your retirement guides to help you get to and through your golden years.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Knowing your options when a CD matures can help you make a sound investment decision.
Four vacation destinations you might never have thought of.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The item most homeowners forget on their home improvement project checklist is insurance.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
With alternative investments, it’s critical to sort through the complexity.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
The decision whether to buy or rent a home may have long-term implications.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.