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.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
How to help determine life insurance needs to provide for your family after you pass away.
However exciting retiring abroad may sound, it deserves considerable planning.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work in 2012 to pay federal tax liability.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Do you have causes that you want to support with donations? Here are three tips.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Why are 401(k) plans, annuities, and IRAs so popular?
What does your home really cost?
Smart investors take the time to separate emotion from fact.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.