Submitted by LWM | Linden Wealth Management LLC on December 10th, 2019
Low Volatility. A New Type of Fund.
It's not often that you get to "have your cake and eat it too." In some respects, that's exactly what's happening with low volatility investment funds.
Submitted by LWM | Linden Wealth Management LLC on November 6th, 2019
Year-End Tax and Retirement Planning Strategies
Year-end is a special time shared with friends and family, but it's also the time when specific financial planning takes place. Below is a list of year-end planning strategies designed to lower taxes, save money, and reduce risk.
Submitted by LWM | Linden Wealth Management LLC on October 31st, 2019
Are You Ready?
Retirement readiness means you have the financial resources to cover all expected and unexpected expenditures throughout the remainder of your life and that you can continue to maintain a high standard of living no matter the situation.
Submitted by LWM | Linden Wealth Management LLC on October 28th, 2019
How To Save One Million Dollars
Want to save $1 million for retirement? Think that's not enough, and the figure should be higher? Look at the following chart. It shows how much you need to save monthly based on when you plan to retire and your investment's rate of return.
Submitted by LWM | Linden Wealth Management LLC on October 3rd, 2019
SALT Deduction Cap Lives On
Unfortunately, for those of us who live in a high tax state, the federal courts on September 30, dismissed the challenge to the $10,000 cap on the federal state and local tax (SALT) deduction.
Submitted by LWM | Linden Wealth Management LLC on August 27th, 2019
As an independent RIA, I draw from a variety of valuable resources including TD Ameritrade, Vanguard, among others. A lot has been written about market volatility, and the effect it can have on an investor's psyche.