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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Do You Owe The AMT?
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.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
A few strategies that may help you prepare for the cost of higher education.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Why are 401(k) plans, annuities, and IRAs so popular?
There’s an alarming difference between perception and reality for current and future retirees.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Have you explored all of your choices when it comes to managing your taxable income?
There are nearly 1,200 ETFs available. Should you invest in them?