Acuity Financial

Acuity Financial Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC www.finra.org and www.sipc.org
Advisory services offered through J.W. (JWCA) J.W.

Cole Advisors, Inc. and Acuity Financial are unaffiliated entities

5 Damaging Myths About Money Talks & the Facts Behind Them
11/06/2024

5 Damaging Myths About Money Talks & the Facts Behind Them

What money topics are the most taboo to talk about?Earnings, debt, inheritance, or net worth?For most of us, many financial topics are simply off-limits.1That means that many of us are not discussing money as much as we probably should be.1Without those talks, myths about money and financial convers...

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes
10/23/2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes?It’s called tax loss harvesting, and while the term might sound complicated, it's actually a...

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)
10/10/2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key d...

How to Reprogram & Improve Your Money Mindset
10/04/2024

How to Reprogram & Improve Your Money Mindset

What’s the first thing you think of when it comes to money?Are your thoughts more positive or negative?Whatever’s natural to you can speak to your money mindset.1And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just abou...

7 Milestones At Age 50 & Above
09/24/2024

7 Milestones At Age 50 & Above

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement planning and your financial life.Here’s a look at why, with a focus on each milestone birthday after 50 and the role ...

4 Pervasive Myths About Inflation
09/05/2024

4 Pervasive Myths About Inflation

4 Pervasive Myths About Inflation Inflation can feel inescapable these days. For most of us, it also feels like inflation is higher and more persistent than it actually is.1 That could be because we’re seeing higher prices practically everywhere.1 Despite our experience, though, that misperception...

How to Beat Investing FOMO: The Power of Patient Wealth Building
08/22/2024

How to Beat Investing FOMO: The Power of Patient Wealth Building

Can you relate to any of the following? “I should have bought that stock before the company went public!” “What a shame — I wish I had invested in that new tech before it went mainstream!” What’s the next “unicorn” that will make a fortune?” It’s common to feel this way. Many of ...

3 Investment Factors that Don’t Drive Long-term Returns
08/14/2024

3 Investment Factors that Don’t Drive Long-term Returns

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and actually have no impact on long-term market returns. It’s not their fault – these myths are so commonly believed tha...

A Guide to Pensions & Retirement Benefits
07/29/2024

A Guide to Pensions & Retirement Benefits

How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits.1 That may not seem like a big deal, but it can give rise ...

Practical Tips: How to Avoid These 4 Estate Planning Missteps
07/10/2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but ...

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement
05/31/2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, lon...

Top 4 Social Media Money Scams & How to Spot Them
05/01/2024

Top 4 Social Media Money Scams & How to Spot Them

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1 There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023.2 And whether or not you’ve seen these cons in action, ...

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Burlington, IA
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