Wealth Management - Learn at Your Own Pace

To get an even better handle on your finances, learn more about how and why we make various strategic decisions with finances. So grab a cup of coffee, settle in, and feel free to contact us with any questions!

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Tax-Smart Charitable Giving: Maximize Impact and Minimize Liabilities

By Andrea Ward and Matt Ward • March 19, 2025

Discover how to maximize impact and minimize liabilities through strategic charitable giving with Aligned Wealth Advisors.

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Wealth Management During Market Volatility: Protecting Your Assets

By Andrea Ward and Matt Ward • March 5, 2025

Discover effective wealth management techniques during market volatility to protect your assets through diversification and risk mitigation strategies.

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The Importance of Financial Check-Ups: Regular Reviews for Success

By Andrea Ward and Matt Ward • February 19, 2025

Discover why regular financial reviews are crucial for stability and optimizing your strategy with Aligned Wealth Advisors.

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Financial Planning for Self-Employed Professionals: Building Stability

By Andrea Ward and Matt Ward • February 5, 2025

Discover essential financial strategies for self-employed individuals focusing on retirement savings, tax efficiency, and effective income management.

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Tax Considerations in Divorce: Navigating Financial Uncertainty

By Andrea Ward and Matt Ward • January 10, 2025

Uncover key tax considerations in divorce, addressing asset division, alimony payments, and shifts in filing status to help navigate financial uncertainties.

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Preparing for Retirement: Strategies for a Smooth Transition

By Andrea Ward and Matt Ward • December 20, 2024

Discover key strategies for a smooth retirement transition, including detailed advice on adjusting portfolios, planning income, and healthcare considerations.

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Navigating Financial Milestones: Advice for Young Professionals

By Andrea Ward and Matt Ward • December 6, 2024

Unlock tailored financial advice for young professionals, including strategies for debt management, savings, and early investments to navigate key milestones.

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Financial Planning for New Parents: Securing Your Family’s Future

By Andrea Ward and Matt Ward • November 22, 2024

Discover essential financial planning tips for new parents. From education savings to life insurance, learn how to safeguard your family's future. Call now!

Philanthropy and Wealth Management: Creating a Legacy Through Giving

By Andrea Ward and Matt Ward • November 8, 2024

Discover how to integrate philanthropy into wealth management strategies. Explore tax-efficient giving, charitable trusts, and its impact on legacy planning.

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Wealth Management for Businesses Gain Financial Success

By Andrea Ward and Matt Ward • October 25, 2024

Explore tailored financial planning for entrepreneurs, covering liquidity management, business valuation, and succession planning. Gain expert insights now!

Aligned Wealth Advisors is a wealth management firm located in Fort Worth TX. With 30 years of experience, we handle financial planning, investment advisory, legacy planning, and estate planning services. For virtual or in-person services, call our office today!