Solid Wealth Advisors

05/09/2022

If you have an IRS check headed your way soon, chances are, you already know how you’re going to use your tax refund for 2022.

Sure, upgrading your appliances would be amazing. Or taking that trip abroad.

Before you spend the money, we encourage you to think about your financial future for a moment.

Keep reading for 3 ways to use your tax refund for 2022.

If you are expecting an IRS check this year, here are 3 ways to use your tax refund for 2022 to invest in your future. Keep reading to find out how...

04/18/2022

Getting your affairs in order means all the pertinent information about yourself, your medical history, and your finances is documented and organized.

It’s important to understand that having your affairs in order doesn’t just benefit your family members – it will help you as well should you need to prove who you are and what you own.

Use the following checklist to get your affairs in order.

You can't predict when you will die, but you can feel some control by getting your affairs in order. This will save your loved ones the stress of searching on their own.

03/14/2022

401(k) plans are a valuable tax-advantaged retirement savings tool for many Americans.

With it often being the largest retirement asset investors own, it’s critical investors understand how to maximize savings so they earn and keep more to enjoy during retirement.

Don’t assume what you believe about your 401(k) is accurate. Instead, check out these top 5 401(k) myths.

401(k)s are a tax-deferred investment vehicle many investors are uninformed about. Check out our top 5 401(k) myths that cost investors money.

03/07/2022

With cybercrime on the rise, and the threat of it increasing as a form of warfare, it’s critical we do what we can to protect our personal data and bank accounts.

At press time, Russia has invaded Ukraine, and they have already launched cyberattacks on Ukrainian banks and government websites.

Even without the ongoing crisis in Europe, cybercrime has been growing at tremendous rates, putting everyone in danger of having their personal information stolen or worse.

That’s why it is important to put these 20 cybersecurity tips to use.

Cybercrime is at an all-time high, and it is only going to get worse. Protect your personal information and online accounts with these 20 cybersecurity tips.

02/14/2022

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As a parent, you are likely weighing saving for retirement vs. college. The costs of both are rising, but which choice is right for you and why? Read more.

02/07/2022

People are quitting their jobs in record numbers, and that means many are leaving 401(k)s behind with their old employers.

The “Great Resignation” took over the headlines in 2021 – and the trend doesn’t appear to be going away anytime soon.

Keep reading to find out what you need to know about leaving behind a 401(k) plan and what options are available to you.

Recently quit your job? Keep reading to find out what you need to know about leaving behind a 401(k) plan and what options are available to you.

01/26/2022

If you’re concerned about your investments and the current market conditions for early 2022, you aren’t alone. The best way to avoid making costly financial mistakes is to understand what’s going on and the underlying factors at play.

In this post (and video below), we hope to put things in perspective with our market commentary for Q1.

Before we dive in, let’s back it up and look at Q4 2021.

If you’re concerned about the market at the start of 2022, check out our market commentary for Q1 for an important market update.

12/25/2021

12/09/2021

Life is good when you make Top 5 lists. Check this hot tip list from Idea Decantor. Some hot tips for 2022.

What’s your 2022 marketing strategy? At Idea Decanter, December is when we write it down. For us, it starts with high level bullet points …

09/09/2021

Planning for retirement may include choosing between traditional and Roth 401(k) plans.

Unless you are a financial advisor or have spent a significant amount of time reading up on both, it may be difficult to understand the difference between a traditional 401(k) and a Roth 401(k).

Not to worry. We’ve got you covered. Read on to learn the difference between traditional and Roth 401(k) plans and discover why a Roth 401(k) may be a good fit for your retirement needs.

Learn more about traditional 401(k) and Roth 401(k) plans to choose the best fit for your retirement needs.

08/16/2021

How would you answer the question below?

College costs are rising, but so are retirement costs. As a parent, how do you choose? Read on to see why it is wise to put retirement savings over kids’ college tuition.

05/10/2021

The world has changed over the last year, and, as a result, many of our priorities have shifted – including saving and preparation for retirement.

This past January, Schroders US Retirement Survey 2021 asked 1,000 people about their state of retirement readiness and planning, as well as how their saving and investing priorities have changed since the health crisis started in March of 2020.

Keep reading to find out how you measure up and the steps you can take today to avoid being unprepared for retirement.

A new study shows a vast majority of working US adults are not prepared for retirement, despite a higher focus on savings. Keep reading to see how you measure up.