Smart Wealth Blog

Before deciding to withdraw from a 401(k) or an IRA, knowing the rules and how they may impact you is essential.

Are you planning to leave an inheritance? Or do you want to plan on spending as much as possible while you are living?

A will is a legal document that outlines how you’d like your assets distributed after your death.

A fiduciary financial advisor is a finance professional who is obligated to act in their client’s best interest.

It’s never too early to start planning for retirement.

Everyone needs to have some level of financial literacy to help manage their finances.

The financial planning process documents your financial goals and the long-term strategy you will follow to achieve these goals.

If you have a financial goal but are unsure what steps to take, a financial advisor can help you create an actionable, achievable plan.

For people in their late teens and twenties, this is the time to learn about finance and start saving for your financial future.

When you own a business, you get to deduct business expenses from your business income.

Similar terms can cause confusion, but we’re here to help you understand these terms and their differences.

Wealth managers help you not only save your wealth but also build upon it.