Taking Advantage Of The Coming Great Wealth Transfer
What would you do with an unexpected gift of $220,000? Inversely, what would a $220,000 contribution from you mean for your legacy and loved ones?
July 14, 2022
What would you do with an unexpected gift of $220,000? Inversely, what would a $220,000 contribution from you mean for your legacy and loved ones?
A few weekends ago I was shopping for pancake mix at the grocery store with my 10-year-old son, Jake. The day prior, the Standard &
As parents, we want our kids to be well educated and to lend a hand in helping achieve their dreams. But at a certain point,
To pay or not to pay? As much as I try not to invoke Shakespeare when weighing financial decisions, that is an important question to
In addition to my radio show, “Money Matters,” which airs weekly on News 95.5 and AM 750 WSB radio, I also host the “Retire Sooner”
It has been a tough few weeks watching the Russia-Ukraine conflict unfold. First and foremost, this is terrible for the Ukrainian people. I can’t even
Our office has received an uptick in clients who have fallen victim to fraudsters posing as a company the victim knows and trusts. They call
We all know we need to invest our money to save for retirement, but how should we go about it? What are the different investment
If I had told you in January of 2020 that a devastating pandemic was about to descend upon the world, leading to 5 million deaths
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Life is constantly changing. As you grow older and take on more responsibility your financial plan needs change too. At Wela Strategies we work with clients at all stages of life and want to help them find peace of mind through every step.