(678) 679-6950

5400 Laurel Springs Pkwy | Suite 203
Suwanee, GA 30024

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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. 

 

Helpful Content

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

 

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

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

Managing Your Lifestyle

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Suddenly Single: Three Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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