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.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Here's a breakdown of how the federal government spends your tax money.
How long does a $20 bill last?
A look inside the U.S. government's statistics on household net worth.
Knowing the rules may help you decide when to start benefits.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
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.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Have you explored all of your choices when it comes to managing your taxable income?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Are you ready for retirement? Here are five words you should consider.
Do you have causes that you want to support with donations? Here are three tips.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.