Key Financial Planning Considerations for the New Year
A new year provides a wonderful opportunity to take control of your financial future. Clarifying and prioritizing your financial goals in the days and weeks
Planning for retirement and trying to achieve your life goals can feel overwhelming, especially in today’s uncertain financial environment. With longer life expectancies and reduced access to traditional income sources like pensions and Social Security, there’s an increasing need for strategies to sustain and grow retirement income.
At Vantage Wealth, we simplify financial planning through a transparent, client-centered process focused on your unique lifestyle goals—not on selling products. As independent, fee-only advisors, we are dedicated to supporting your financial success, working to help grow your assets and create reliable income for the years ahead.
Aiming to optimize income, minimize fees and taxes, and help protect your buying power over time.
Evaluating your whole balance sheet, including unmanaged assets such as real estate and any liabilities, while also assessing safeguards like long-term care, life, and liability insurance.
Supporting generational wealth transfer, estate planning, and charitable giving that align with your values.
Providing resources for aging parents, guiding children toward financial independence, and funding education for grandchildren.
Our goal is to give you clarity, security, and peace of mind as you prepare for a fulfilling retirement that allows you to maintain your desired lifestyle.
A new year provides a wonderful opportunity to take control of your financial future. Clarifying and prioritizing your financial goals in the days and weeks
Led by technology megacaps for a second consecutive year, the stock market enjoyed solid returns in 2024, with the Dow Jones Industrial Average, S&P 500
Since we first issued our Outlook 2024 in January and in subsequent April and July newsletters, we have been confident in our prediction for the inevitable comeback of an equally weighted investment strategy. For almost two years now, market returns have been disproportionately led by a small group of mega-cap technology stocks, the so-called “Magnificent Seven.” The fever may have finally broken as the average stock delivered a stellar third quarter return relative to the overall market.
