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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Understanding Tax Implications for Inherited Wealth: Secure Your Legacy

By Andrea Ward and Matt Ward • April 16, 2025
Discover how to navigate taxes on inherited wealth while preserving your legacy with expert tips from Aligned Wealth Advisors.
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Creating a Retirement Income Strategy: Managing Post-Career Cash Flow

By Andrea Ward and Matt Ward • April 2, 2025
Discover how to create a balanced retirement income strategy with Aligned Wealth Advisors for long-term financial security.
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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!
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