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 is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
For many, retirement includes contributing their time and talents to an organization in need.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Do you have causes that you want to support with donations? Here are three tips.
If you died, what would happen to your email archives, social profiles and online accounts?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
The decision whether to buy or rent a home may have long-term implications.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?