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.
Interest Rates: How Low Can They Go?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
A few strategies that may help you prepare for the cost of higher education.
It's important to make sure your retirement strategy anticipates health-care expenses.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
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.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
With alternative investments, it’s critical to sort through the complexity.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Understanding the cycle of investing may help you avoid easy pitfalls.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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.