Uncategorized Archives | Page 2 of 6

2018 Tax Changes: The Number One Issue our Clients Faced, and How to Avoid it

June 7, 2019

How did the new tax changes work out for you? Did you wind up owing more than you expected? Or […]

May 10, 2019

Having great performing investments won’t give you financial security if you don’t have a plan to protect them. If you

December 11, 2018

We recently reached out to Tara Coleman, Clinical Nutritionist in San Diego, California for ideas on how best to navigate

September 10, 2018

There are some major changes coming to spousal support and taxes beginning 2019 and this can have tremendous impact on

September 6, 2018

In the past few months we have met with a number of professional women going through divorce later in life.

August 27, 2018

Want to live life on your terms? Then find a great financial planner. We hear from many women who are

August 27, 2018

Many of our clients work for themselves or are considered 1099 employees at their firms and have inconsistent income. Some

August 1, 2018

Karen Roth, Holistic Nutritionist, joined WealthChoice Community on July 11th to share healthy eating tips around hidden sugars in our

June 7, 2018

Are you recently married, or plan to in the near future? Start your marriage off right with these tips. I

May 9, 2018

I don’t know many people who look forward to buying a car. It’s usually incredibly stressful, from the time you