#wealthplanning Archives - Page 5 of 7 - Outlook Wealth Advisors

Considering Selling Your Home to Fund Retirement?

Considering selling your home to fund retirement? You aren’t alone. Not only do you need to consider your financial situation, but evaluating your retirement lifestyle is essential. If you’re on…

Deena WatsonJuly 17, 2023

Estate Planning Income Investments Taxes Wealth

Own Company Stock – Should You Take Advantage of a Net Unrealized Appreciation (NUA) Strategy?

Many companies offer employer-issued stock as a benefit, in addition to other compensation and benefits. But what happens if you leave a job that offered you employer-issued stock or if…

Deena WatsonJuly 3, 2023

Income Wealth

Planning Your Retirement Lifestyle

A successful retirement lifestyle begins with planning ahead and thinking through several factors. Achieving your dream retirement is more than saving a big nest egg. While feeling confident financially certainly…

Deena WatsonJune 5, 2023

active investing, passive investing, stock market, man in blue shirt, finances

Investments Risk Wealth

Active vs. Passive Investing: Understand the Difference

For investors, whether working with an advisor or taking a DIY approach, it’s important to understand the fundamental differences between two common practices - active and passive investing. What Is…

Deena WatsonApril 6, 2023

risk, systemic risk, dollar sign, dominoes

Investments Risk Wealth

What Is Systemic Risk?

We all remember the 2008 financial crisis and recession, as millions of people lost their jobs, homes, and ways of life. While a lot of factors contributed to this economic…

Deena WatsonApril 6, 2023

women, senior women, wealth management, retirement planning, financial fear, investment strategies

Investments Wealth Women

5 Empowering Investment Strategies for Women

No two paths to investing and retirement are the same, and that’s especially true for women. While many women choose to get married and have children, others choose to chart…

Deena WatsonMarch 1, 2023

Investments Risk Wealth

The Pros and Cons of Early Retirement Plan Rollovers

Dreaming of retiring early? Did you know that you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while…

Deena WatsonJanuary 27, 2023

Financial Advisor, Financial Consultation, Financial Advisor Myths

Income Investments Taxes Wealth

20 Myths About Working With a Financial Advisor

There are a lot of myths about working with a financial advisor. Maybe you have heard a few: "I don't need one" "They're for the wealthy" "There are lots of…

Deena WatsonJanuary 4, 2023

estate, estate planning, beneficiaries, inheritance, funeral, casket

Estate Planning Investments Taxes Wealth

Received an Inheritance? Be Aware of These 5 Tax Implications

Navigating the regulations of inheritance tax can add to an already complex and stressful situation for beneficiaries. Whether or not this is your first time paying inheritance tax, knowing the…

Deena WatsonDecember 12, 2022

coffee, starbucks, frugality, retirement planning, wealth management

Income Investments Risk Wealth

Is Frugality the Key to Reaching Retirement?

You skip Starbucks & pack your lunches, but is frugality key to reaching retirement? For many, preparing for retirement means spending strictly and limiting unnecessary expenses during their working years.…

Deena WatsonDecember 12, 2022

#wealthplanning

Considering Selling Your Home to Fund Retirement?

Own Company Stock – Should You Take Advantage of a Net Unrealized Appreciation (NUA) Strategy?

Planning Your Retirement Lifestyle

Active vs. Passive Investing: Understand the Difference

What Is Systemic Risk?

5 Empowering Investment Strategies for Women

The Pros and Cons of Early Retirement Plan Rollovers

20 Myths About Working With a Financial Advisor

Received an Inheritance? Be Aware of These 5 Tax Implications

Is Frugality the Key to Reaching Retirement?

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