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.
Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Acres of Diamonds
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Simple steps may help you foil hackers and protect your privacy.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Calculating your potential Social Security benefit is a three-step process.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your capital gains tax.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Even low inflation rates can pose a threat to investment returns.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What are your options for investing in emerging markets?
$1 million in a diversified portfolio could help finance part of your retirement.
There are hundreds of ETFs available. Should you invest in them?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.