Building Wealth to Managing Wealth

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Published by Mark Ring

You Did It!

You Worked Hard!

You Managed your Spending!

You Built Yourself a Nice Portfolio!

What Now?

Do you continue with the same plan, if you have one?

Do you change course and lifestyle, or enjoy your hard-earned efforts?

Do you have the ability to take more risks?

Do you make gifts to your kids or contribute to charities?

 

You’ve spent all this time working to accumulate wealth, now what? It can be very difficult to switch one’s mindset from accumulating wealth to managing wealth. It’s not always about retirement or making major changes in your life. Rather, it’s about the realization that your priorities have shifted. Your goals may not be what they were when you started out at the beginning of your journey.

 

So, what’s next?

Developing a LIFE strategy, THEN a financial strategy. There is no doubt that it can be a tough assignment. But, if you spend the same energy and focus towards defining your life as you have building your wealth, you will find it. You just need to make sure your financial plan is effective and functioning with the same aim as your life.

 

WEALTH Designed, LIFE DEFINED.

 

Go to our Risk Tolerance Questionnaire to learn more about your personal risk profile and take the first step toward Wealth Designed, Life Defined.

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Charitable Giving Strategies in a High-Income Year

Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner  The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …

Let’s Talk About Midterm Elections and Your Investments

This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

3 Nontraditional Ways to Give That Still Qualify for a Tax Deduction

Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …

Considering Tax Loss Harvesting? What You Need to Know First

Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.
1 2 3 115 116 117

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation