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(678) 679-6950

5400 Laurel Springs Pkwy | Suite 203
Suwanee, GA 30024

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Inflation and Your Portfolio The Real Cost of a Vacation Home Should You Ever Retire? Sit, Stay, Rollover: A Guide to IRA Rollovers

 

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. 


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Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

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Will Power

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A Look at Diversification

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Asset Allocation

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Life and Death of a Twenty Dollar Bill

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Historical Inflation

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Your Cash Flow Statement

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Global and International Funds

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Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

What Smart Investors Know

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Charitable Giving: Smart from the Heart

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