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.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
For many, retirement includes contributing their time and talents to an organization in need.
A letter of instructions provides additional and more personal information regarding your estate.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There’s an alarming difference between perception and reality for current and future retirees.
Learning more about gold, and its history, may help you answer that question.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What does your home really cost?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
If you died, what would happen to your email archives, social profiles and online accounts?