Since becoming a financial advisor over 11 years ago, my goal has always remained the same, to help my clients be financially successful. I have strived to achieve this reality through discipline, integrity and creativity.
In 2010 we started Astute Wealth Management. We added new industry leading technology to improve our planning in social security, retirement income and tax efficiency. We implemented risk evaluation software to help our clients stay within their comfort levels. We increased our knowledge on a variety of subjects, including behavioral finance and working with other professionals to improve our level of advice.
We don’t take lightly the trust our clients have put is us. I believe this is the reason our firm continues to grow. This growth is also attributed to the many referrals that have been sent from our beloved clients. I must thank great mentors and clients, some who have been with me from the beginning. If you are not a client and you want to learn more about our services, feel free to send me a message on LinkedIn and we can arrange a chat.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Here are five facts about Social Security that are important to keep in mind.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Here’s a guide to explain all the parts of Medicare.
This worksheet can help you estimate the costs of a four-year college program.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Why are 401(k) plans, annuities, and IRAs so popular?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What are your options for investing in emerging markets?
There are a few things to consider when buying or leasing your next vehicle.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Around the country, attitudes about retirement are shifting.