Investing
The Backdoor Roth: Not Sneaky, Not Shady — Just Strategy
very year I talk with people who say some version of this: “I make too much to contribute…
Preferred Wealth
Blog
Investing
A Plain-English, No-Nonsense Guide to Annuities
Annuities are one of the most misunderstood financial tools out there. Ask five people what they think about…
Taxes
2025 Year-End Tax Planning: What to Do Now So April Doesn’t Ruin Your Spring
December is for holiday parties, family chaos, leftover pie, and pretending we’ll “start fresh” in January. Unfortunately, the…
Taxes
IRS Numbers Changed Again: What the 2026 Financial Updates Mean for You
Every year, right on schedule, the IRS quietly adjusts a long list of financial numbers. Contribution limits inch…
Financial Planning
3 Signs You Need a Professional Financial Planner
Managing your finances can often feel like a daunting task, yet understanding your financial situation and planning your…
Taxes
How Brokerage Accounts Are Taxed (And How to Avoid Unpleasant Surprises)
If you’ve ever stared at your brokerage tatement and thought, “I’m doing everything right… so why does this feel…
Financial Planning
Why Work with a Financial Advisor?
It is a common question and I would assume an even more common thought. “Why do I need…
Retirement
5 Simple Steps To Financial Independence
Step 1: Establish Emergency Fund and Eliminate High Interest Debt Your emergency fund should consist of 6 months…
Investing
A Simple Guide To Roth Conversions
It seems like every day there’s another article about Roth conversions. While they’re a powerful tool for tax…
Video Library
3 Retirement Pitfalls
Ready to Build a Retirement Plan That Makes Sense? We help smart savers turn their hard work into…
Video Library
8 Questions to Answer Before Retirement
Video Library
How to Invest in the US for Beginners
Video Library
Preferred Wealth Management: A Different Kind of Financial Planning
Learning Center
Lesson 1: Why We Invest
I felt it was essential to begin this series with asking the age-old question of “why?” Everyone’s answer…
Learning Center
Lesson 2: Stocks: The Top Dog
I don’t think our next guest needs any introduction. They have been a featured part of many extraordinary…
Learning Center
Lesson 3: Bonds: The Ballast
I was once listening to J.L. Collins, a noteworthy investor and author, give his thoughts on investing and…
Learning Center
Lesson 4: Alternative Investments
Alternative Investments: Wildcards People are always looking for new and innovative ways to invest. I am not going…
Learning Center
Lesson 5: Pooled Funds
Pooled Funds: Sharing the Wealth Individual stocks or bonds can often be quite risky. If you look at…
Learning Center
Lesson 6: Asset Allocation
Asset Allocation: Slicing Up The Pie When it comes down to diversification, one of the first steps would…
Learning Center
Lesson 7: 4 Factors to Consider
4 Factors To Consider For Any Investment Whether you are sponsoring your daughter’s softball team or buying Apple…
Learning Center
Lesson 8: The Different Types of Investment Accounts
The Different Types of Investment Accounts There are lots of different types of investment accounts. For the sake…
Learning Center
Lesson 9: How to Read a Prospectus
Reviewing a Mutual Fund’s Prospectus Now that you have a general understanding on how to figure out your…
Learning Center
Lesson 10: Final Thoughts
This brings us to the end of the beginner investor series. We’ve laughed (hopefully), we’ve learned a few…
Business Owners
Retirement for Small Business Owners
You did it. You took the leap of faith and started your own business. The first years were…
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