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Maestro Wealtlh Advisors

Financial Planning Personalities by Profession

By |2020-10-08T15:31:05-04:00November 13, 2020|Financial Planning, Personal Finance, Uncategorized|

In our experience, people in certain jobs tend to approach financial planning the same way. On this episode of How Money Works, we explain some of the positives and challenges of financial planning by profession.

Roth vs. Traditional IRA

By |2020-10-08T15:31:41-04:00October 30, 2020|Financial Planning, IRA, Retirement Planning, Rollover, Roth Conversion|

To answer the question of Roth vs. Traditional IRA, they chose to “bite the tax bullet” now and enjoy tax-free withdrawals.  It's the same for retirees who converted a traditional account to a Roth.  (Their heirs will also inherit the tax-free accounts.)  Let's take a look at the Roth vs. Traditional IRA.

Build Your Diversified Income Plan

By |2020-10-27T09:31:18-04:00October 16, 2020|Financial Planning, Retirement Income, Retirement Planning|

Having a strategy to generate income you can’t outlive can give you peace of mind.  To help defend your future against inflation, market ups and downs, unexpected expenses, and longevity, I encourage you to build a diversified income plan.

Impact of Covid-19 on Your Portfolio

By |2020-10-27T09:33:53-04:00August 26, 2020|Economy, Financial Planning, Personal Finance, Retirement Planning|

It’s probably safe to say most investors are very aware of the recent downturn in financial markets.  In addition, you probably want to understand the impact of Covid-19 on your portfolio.  To be perfectly honest, I’d love to give you a specific, realistic, and quantifiable answer. 

Tax Planning With Addison Maille

By |2020-10-02T09:56:31-04:00July 16, 2020|Financial Planning, Taxes|

Two specific topics we want to get Addison Maille's insight on are business succession planning and real estate investing tax challenges. We’ll discuss those things plus learn more about the tax planning process and what people can be doing over the second half of the year.

Transfer on Death (TOD)

By |2020-10-02T10:41:09-04:00November 22, 2019|Estate Planning, Financial Planning, Personal Finance, Retirement Planning|

While market volatility can be unsettling, it’s times like these when it’s important to remember we’re always keeping a watchful eye on your portfolio.  And to help provide a little peace of mind, here are a few things to remember during uncertain times to help keep things in perspective.

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