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.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
To choose a plan, it’s important to ask yourself four key questions.
Understanding how capital gains are taxed may help you refine your investment strategies.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Agent Jane Bond is on the case, infiltrating the world of bonds.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
What are your options for investing in emerging markets?
There’s an alarming difference between perception and reality for current and future retirees.