Investing
Active vs. Passive Investing: The Debate That Never Dies
Cats or dogs? Coke or Pepsi? Back rub or foot rub? Some debates have raged since the beginning…
Preferred Wealth Management LLC
Blog
Financial Planning
How an HSA Can Elevate Your Wealth: The Investment Account Nobody Talks About
Let’s talk about the investment account sitting alone in the corner at the party. You know the one.…
Financial Planning
What the Headlines Get Wrong About Social Security
Financial Planning
How Much Do You Really Need to Retire? A Simple Step-by-Step Guide
Starting in the 1990s (the era of CDs, Super Nintendo, Super Soakers, and dial-up internet), companies began shifting…
Investing
Financial Concepts: What Is the Rule of 72?
I’m going to start sprinkling in some simple financial concepts that can actually be useful in real life.…
Investing
What Is Risk in Investing? (It’s Not What Most People Think)
When most people hear the word risk in investing, they likely think one thing: Losing money. It’s why…
Financial Planning
How Inflation Affects Interest Rates
Few topics take over the financial news like inflation. It seems like every headline mentions rising prices, interest…
Financial Planning
How to Break Up With Your Financial Advisor
You’ve been going steady for years now, but things just aren’t what they used to be. Early on,…
Financial Planning
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…
Investing
The Backdoor Roth: Not Sneaky, Not Shady — Just Strategy
Every year I talk with people who say some version of this: “I make too much to contribute…
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…
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