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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
In the face of divorce, making changes to insurance coverage may be overlooked.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Couples may be able to head off many of the problems in a marriage that money can cause.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
If you died, what would happen to your email archives, social profiles and online accounts?
Have you explored all your options when it comes to managing your taxable income?
There’s an alarming difference between perception and reality for current and future retirees.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
It's easy to let investments accumulate like old receipts in a junk drawer.