Blog | Wealth Management Advisors LLC

More than Finances: The Benefits of Holistic Advice from Financial Professionals

by Stephen Ahern on Jun 17, 2021

Finance

When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?

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The Pros and Cons of Investment Apps

by Stephen Ahern on May 17, 2021

Investments, Technology

Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.

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How to Start Investing

by Stephen Ahern on Apr 17, 2021

If you’re interested in beginning to invest but are nervous, or simply don’t have a lot of money to invest, why not start slow?

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The Risk of Reverse Dollar-Cost Averaging for Retirees

by Stephen Ahern on Mar 26, 2021

What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?

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Selling Your Home After Retirement: The Benefits of Downsizing

by Stephen Ahern on Mar 17, 2021

Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.

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American Rescue Plan Act Provides Relief to Individuals and Businesses

by Stephen Ahern on Mar 16, 2021

Tax Planning

The American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. This is a $1.9 trillion emergency relief package that includes payments to individuals and funding for federal programs, vaccines and testing, state and local governments, and schools.

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Financial Management for Couples: When a Spender and a Saver Fall in Love

by Stephen Ahern on Feb 17, 2021

Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.

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Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

by Stephen Ahern on Jan 17, 2021

If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home equity might sound like a good idea, but is it actually a wise move financially? Here are some things to consider when making the decision to take out a reverse mortgage on your home.

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Happy Holidays!!!

by Stephen Ahern on Dec 23, 2020

Charitable Gifts

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Should You Retire at the Same Time As Your Spouse?

by Stephen Ahern on Dec 17, 2020

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other. But retirement is a decision that should be carefully thought out. Here are some things to consider when deciding whether to retire at the same time as your spouse.

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