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.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
How Income Taxes Work
A quick look at how federal income taxes work.
There are ways to improve your physical fitness without denting your fiscal fitness.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Why are 401(k) plans, annuities, and IRAs so popular?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are three things to consider before dipping into retirement savings to pay for college.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
When do you need a will? The answer is easy: Right Now.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.