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.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like the junk in a junk drawer.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Calculating your potential Social Security benefit is a three-step process.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Try these activities to keep your brain sharp.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
$1 million in a diversified portfolio could help finance part of your retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Have you explored all of your choices when it comes to managing your taxable income?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
A quick history of the Federal Reserve and overview of what it does.