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Bitcoin ETF Approved But Be Aware of Potential Pitfalls

Submitted by LWM | Linden Wealth Management LLC on October 27th, 2021

The long-awaited SEC approval of a Bitcoin ETF has finally come with the launch of BITO and then BTF.  As an indication of demand, BITO reached more than $1.0 billion AUM in just two days, the fastest for an ETF to do so in history.

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Social Security Set To Increase Benefits by 5.9% in 2022

Submitted by LWM | Linden Wealth Management LLC on October 14th, 2021

Social Security Benefits to Increase 5.9% in 2022.

 

Article Summary WSJ:

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The Tax Advantages of a Roth Conversion

Submitted by LWM | Linden Wealth Management LLC on September 14th, 2021

Understand the tax implications before converting all or a portion of a Traditional IRA to a Roth. A strategic Roth conversion could help lower your taxes, provide greater retirement income flexibility, and improved estate planning.

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HSA Contribution Limits Higher in 2022

Submitted by LWM | Linden Wealth Management LLC on May 24th, 2021

HSA Contribution Limits Higher in 2022

 

Tags:
  • investment management, financial planning,risk management
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Understanding The Basics of Exchange-Traded Funds

Submitted by LWM | Linden Wealth Management LLC on May 19th, 2021

Thinking about where to invest your money can be overwhelming and confusing, especially for those unfamiliar with all investing options. If you'd like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can potentially give you the best of both worlds. Here are some key things to know about ETFs before investing. 

Tags:
  • investment management, financial planning,risk management
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Preparing for an Early or Unexpected Retirement

Submitted by LWM | Linden Wealth Management LLC on February 10th, 2021

More Americans are retiring earlier than you might think.

Tags:
  • financial planning
  • retirement planning, investment management, investments
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Elections' Results Might Be Unclear, But Not Market's Reaction

Submitted by LWM | Linden Wealth Management LLC on November 5th, 2020

While the elections' results might be unclear, one thing that isn't is the market's reaction. 

 

Tags:
  • investment management, financial planning,risk management
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Year-End Tax and Investment Planning

Submitted by LWM | Linden Wealth Management LLC on October 21st, 2020

Year-End Tax and Investment Planning

By taking a proactive role in tax and investment planning, you can save yourself a lot in taxes, improve returns, and ensure that more money remains working toward your goals — and less going to the IRS.

 

Tags:
  • investment management, financial planning,risk management
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Pullbacks are normal, and it's time in the market not market timing that makes the difference

Submitted by LWM | Linden Wealth Management LLC on June 10th, 2020

Looking Forward.

We need to remind ourselves that pullbacks are normal and that it's time in the market and not market timing that makes a positive difference to long-term performance and achieving one's investment objectives:

 

Tags:
  • investment management, financial planning,risk management
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Take Advantage of the 3X Tax Savings of an HSA

Submitted by LWM | Linden Wealth Management LLC on May 28th, 2020

Take Advantage of the 3X Tax Savings of an HSA

Health Savings Accounts (HSA) offer more than just a convenient way to pay for out of pocket medical expenses.  They can be the most tax-advantaged way to save for retirement.

Traditional retirement accounts only have two of the three legs of tax savings:  

Tags:
  • retirement planning, investment management, investments
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