Catalyst Wealth Management
We understand that affluent families and business owners desire to be good stewards of their resources but have significant financial questions:
- Am I saving enough?
- What is the best investment strategy for me?
- Am I paying unnecessary taxes?
- Am I saving enough for college education?
- How do I efficiently transfer or exit my business?
- Will I have enough to maintain my current lifestyle in retirement?
At Catalyst Wealth Management, we are here to address these issues and to provide impactful solutions. Our goal is to not only eliminate these concerns, but to exceed our clients’ expectations.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
It's important to understand the pros and cons when considering a prepaid debit card.
The uncertainties we face in retirement can erode our sense of confidence.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
What can be learned from the savings rate?
An inside look at how marginal income tax brackets work.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator demonstrates the power of compound interest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
What if instead of buying that home, you invested that money?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Estate conservation is too important to put off. Do you have a smart exit strategy?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.