We Have A New President….

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How To Avoid Taxes When Transferring IRA Wealth to Your Heirs

Monday, November 30, 2015| 1 Comment

Last month I was fortunate enough to be published for the 2nd time this year on Fortune.com.  Passing assets to heirs as tax-efficiently as possible is a real worry for many successful Americans.  There are a few little known, but very effective ways to keep more money “in the family”. Working with a skilled financial… Continue Reading…

Estimated reading time: 2 minute(s)

In Investing LIfe Insurance Retirement Planning Uncategorized Wealth Management | | | | | | |

October 26th weekly market update

Monday, October 26, 2015| 1 Comment

Last week we saw a rally in the market caused by a number of factors.  Is it time to take off the gloves and chase the rally? We believe in a methodical disciplined approach to investing for your retirement.  Now is not the time to get overly excited.  Then next 14 days could help us… Continue Reading…

Estimated reading time: 10 minute(s)

In Investing Retirement Planning Uncategorized | | |

October 12 market update

Tuesday, October 13, 2015| 1 Comment

Here at Solid Wealth Advisors, we believe it’s important for our clients to be educated and plugged in to what’s happening in the economy and the stock market. We are proud to have full transparency in the areas of reporting, investment strategy, and cost to help our clients achieve their goals. We realize that not… Continue Reading…

Estimated reading time: 4 minute(s)

In Investing Retirement Planning Uncategorized | | | | | |

Market Update Video // DJIA down over 900 points this week! [but you don’t need to worry]

Friday, August 21, 2015 | Leave a comment

Let’s face it,  the stock market has been pretty brutal the last few days.  Our Chief Investment Strategist, Jason Wenk has recorded video commentary to help you sleep better at night.  Mr. Wenk typically keeps his commentary to under 5 minutes, but in light of the recent trading activity this one’s a little longer at 15… Continue Reading…

Estimated reading time: 2 minute(s)

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What’s the Magic Sauce In a Partnership-Qualified Long-Term Care Insurance Plan?

Sunday, February 1, 2015| 1 Comment

If you are considering a long-term care insurance (LTCI) plan to protect your asset from the high cost of long-term health care, you owe it to yourself to understand the magic sauce of a partnership-qualified plan. So, what states offer them and what are they? Currently, only nine states do not have a partnership plan… Continue Reading…

Estimated reading time: 10 minute(s)

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