Advantage Wealth Management

Advantage Wealth Management We guide our clients toward their financial objectives through a relationship built on trust and commitment.

Our long term perspective allows us to plan for future financial events. We have a comprehensive practice that enables us to help our clients with retirement planning, cash flow planning, business planning, estate planning and insurance needs. For full disclosures please see our website at www.advantagewealthmgt.com

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you re...
06/03/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
06/01/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
05/29/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

Do your kids have the right stuff for college?
05/27/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
05/25/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
05/22/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

05/20/2026

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
05/18/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies t...
05/15/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Help your clients with these practical steps to make the most of their six-figure income.

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.
05/13/2026

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.

How long does a $20 bill last?

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9078 Merritt Lane, Ste C
Daphne, AL
36526

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