The Steps You Should Take When Considering Estate Planning

The Steps You Should Take When Considering Estate Planning

October 27, 2022 -   Planning for what happens after you die can be an intimidating task. No one wants to think about what happens after they’re gone, but the longer you go without writing out your will, the more difficult it becomes for your surviving family to sort it out. Having a concrete plan for your estate can help make life easier for those you leave behind, but you don’t want to develop one...

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Dividing Retirement Accounts in Divorce

Dividing Retirement Accounts in Divorce

September 2, 2022 - A very common asset that gets divided in a divorce are retirement accounts, which can be defined benefit plans, 401(k)'s, 403(b)'s, IRA's, etc. In this Video, Dave Stolz, CPA, CDFA®, outlines some common questions regarding the division of these types of assets during Divorce.

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What to Look For in a Divorce Financial Planner

What to Look For in a Divorce Financial Planner

August 30, 2022 - Going through a divorce can be a difficult time, and it is difficult to know where to look for advice. There are a lot of certifications out there that can make someone seem like an "expert" in a topic that can be obtained over a weekend.  Being an expert isn't about having the correct designation or letters after your name, it's about having experience with people in your situation. 

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Steps to Take When Considering Estate Planning

Steps to Take When Considering Estate Planning

August 19, 2022 -   Whenever someone passes away, they leave behind a legacy for their surviving friends and loved ones to remember them by. Part of this process includes whatever earthly possessions — their estate — that get divided among their heirs according to a will. However, if you have not set one up, your family members will have a very difficult time getting your affairs in order. That’s where a financial advisor with...

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What Does "Recession" Mean for Investors? Market Update - Q2 2022

What Does

August 10, 2022 - The start of 2022 has been a tough time for investors.  With an official bear market occuring and two consecutive quarters of GDP contraction (typically referred to as a recession), investors can easily become discouraged.  We believe that there are certainn things investors should be focused on at the moment - Join Andy Stolz, CFA, as he gives some tips for the 2nd half of 2022.     Video Transcript... Well, it's 3:24 AM which...

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Splitting the Assets: Are You Getting Enough?

Splitting the Assets: Are You Getting Enough?

August 8, 2022 - Dave Stolz is interviewed by Billie Tarascio on The Modern Divorce Podcast to talk about splitting the assets in a divorce.

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How Do I Choose a Pension Plan for My Retirement?

How Do I Choose a Pension Plan for My Retirement?

July 26, 2022 -   Taking steps to begin planning for your retirement and making decisions for your future can feel intimidating. Figuring out the best way to save money for when you eventually leave the workforce can present you with a wealth of crucial choices you need to settle on before you can begin preparations. For careers offering pension plans, you have to sift through multiple options to find the right one for your...

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Asset vs. Wealth Management — What’s the Difference?

Asset vs. Wealth Management — What’s the Difference?

June 14, 2022 -   Deciding to take managing your money more seriously remains one of the most important decisions someone can make. Having a dedicated professional helping you manage your money can help ensure your wealth will last you well into your golden years. However, when you’re first starting to find a financial planning service, two possible avenues may catch your attention and, at first glance, appear the same — wealth management and asset...

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Retirement Accounts in Divorce

June 2, 2022 - The following is an excerpt from Women, Divorce and Money: Taking Control of Your Finances and Your Future, by David Stolz. Available on Amazon.   A common marital asset that is divided in divorce is a retirement account (or multiple retirement accounts). These can be a confusing bucket of acronyms and code section references like IRAs, SEP-IRAs, ROTH IRAs, 401(k), 403(b), 457(b), and so on. Confusing—yes, but retirement accounts can be very...

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How Will Inflation Affect My Retirement Planning Strategy?

How Will Inflation Affect My Retirement Planning Strategy?

May 5, 2022 -   Inflation is the word on everyone’s mind nowadays, as prices for everyday goods rise and purchasing power diminishes. Inflation rates have skyrocketed, and if you’ve taken careful time to plan for your retirement, you might be wondering what this means for you and how you can prevent your hard work from heading down the drain.  Fortunately, with careful planning and preparation, you could minimize or nullify the effects of inflation on...

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Market Review Q1 2022

Market Review Q1 2022

May 5, 2022 - The Fed is raising rates, inflation is rising, there is a war in Europe, and stocks are falling.  What should investors be doing during these times of uncertainty?

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What High Net Worth Individuals Target in Their Investments

What High Net Worth Individuals Target in Their Investments

March 23, 2022 -   As you approach your retirement, your assets have accumulated, your 401K has grown, and your status as a high net worth individual has been cemented. With your hard-earned assets in tow, finding an investment strategy that works for your particular situation becomes critical for your future. A successful wealth management plan can help you target investment opportunities that match your acceptable risk tolerance.  What Makes an Individual High Net Worth? Simply stated,...

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Best Questions to Bring to Your Wealth Management Professional

Best Questions to Bring to Your Wealth Management Professional

February 18, 2022 -   For high-net-worth individuals, wealth management becomes a critical aspect of ensuring their money continues to grow over time. Picking a wealth management firm to help you with investment advice and 401K growth while ensuring your money lasts well into the future becomes one of the most impactful decisions you can make. So when you begin whittling down your choices for an investment management and financial planning firm, you should have...

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Stock Market Update - Tips for Investors in 2022

Stock Market Update - Tips for Investors in 2022

January 28, 2022 - Wondering what has been going on in the markets lately?  Join Andy Stolz on a snowshoe at Suntop Lookout near Mount Rainier to get some tips on how investors should be thinking in 2022.    Video Transcript... Well, it's the end of another quarter and another year. So it's time for our market review. Let's get to it. Well, Happy New Year, 2022 is here. I don't know about you, but I'm ready for...

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Addressing the Most Common Issues of a High Net Divorce

Addressing the Most Common Issues of a High Net Divorce

January 13, 2022 -   For high-net-worth individuals, the prospect of divorce may introduce a wide range of challenges. There is a lot at stake in this situation, which means you need to be aware of the risks and take the right steps to mitigate them. To better navigate the divorce process, it's helpful to be aware of the unique issues you might face, what you can do to address them, and how a Certified...

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