The Woodville Group, LLC

10/31/2022

https://www.thinkadvisor.com/2022/10/25/13-scary-retirement-statistics-to-read-in-the-dark/?kw=13%20Scary%20Retirement%20Statistics%20to%20Read%20in%20the%20Dark&utm_source=email&utm_medium=enl&utm_campaign=newsroomupdate&utm_content=20221031&utm_term=ta

Brave advisors must confront these frightening facts to ensure their clients are on a secure path to retirement.

05/19/2022

The reduction in benefits for some people who collect Social Security while simultaneously working is frequently called a “tax.”

05/07/2022

“Agents are standing by” to help your clients make one of the most pivotal financial decisions of their retirement… a decision that will blindside you as their advisor and throw even the most carefully crafted retirement plan for a loss. Sometimes, a very big loss.

03/03/2022

When a person transitions to the Medicare system, there’s lots of confusion. 🤔 For the first time in 40 years, most are leaving the safety of their employer-sponsored group plan and must make their own decisions.

Those decisions may not be “fixable” at the next open enrollment window. Suddenly, it’s not so simple, leaving them guessing as to which coverage option is best. Sound familiar?

We can simplify the process and help you make an informed decision. Get in touch with Clay Tucker to see what plans are right for you!
📲 770-778-5242 📩 [email protected]

03/02/2022

According to the National Institute on Aging, several things increase the risk of needing long-term care:

✅ Age
✅ Gender
✅ Marital Status
✅ Lifestyle
✅ Health & Family History

Learn more https://bit.ly/3FA4u95

03/01/2022

LTC services help people live as independently and safely as possible when they're unable to properly care for themselves on a daily basis. 🏡

👵🏻 While it's difficult to predict what kind of LTC you will need in the future, it's smart to think ahead about it as you reach retirement age.

Not sure where to start? We're happy to help, get in touch with our team today!

https://catalystwealthmanagement.com/contact-us/

02/28/2022

02/26/2022

An action like this will have a significant impact around the world, and it will undoubtedly have an impact on the global economy. This uncertainty has a lot of people wondering what will happen to their investments and broader retirement income plan.

02/23/2022

Starting a business and choosing the right entity structure can be overwhelming. Should you set your business up as an LLC, S Corp, C Corp, or Partnership? 🤯

Top considerations are how the structure will affect:

⭐️ Taxes
⭐️ Legal
⭐️ Retirement

Get in touch with us to discuss which option is best for you! ⤵️
catalystwealthmanagement.com
📲 404-233-2690

02/22/2022

Use this checklist to help you tax prep before meeting with your accountant or e-filing ✅