Interactive Wealth Advisors

12/04/2023

When it comes to taxes, what do savvy investors do that sets them apart? They make sure to learn every tax strategy and “hidden” opportunity before important deadlines - like December 31st! Discover 5 IMMEDIATE opportunities to lower your taxes before you file with this FREE guide.

FREE Dec 31, 2023 Tax Guide: Lower Taxes IMMEDIATELY

11/27/2023

High inflation, an election in 2024, an economy in constant flux… with the current state of the world it can feel like you have zero control. Here’s what you CAN control - taking action on your taxes. Learn about 5 IMMEDIATE opportunities to lower your taxes before Dec 31 in this FREE guide.

This FREE tax guide reveals 5 IMMEDIATE savings opportunities

11/20/2023

Tax time is fast approaching, which means the window to take advantage of tax opportunities is closing — fast. Learn about 5 hidden tax opportunities in this FREE guide. Don’t miss out — lock in your tax savings before you file! Want to talk now? Give my office a call at 503.575.1953 to schedule a free tax planning session.

Discover 5 IMMEDIATE Opportunities [BEFORE Dec 31, 2023]

05/22/2023

https://rethinking65.com/2023/04/25/reimagining-the-dementia-experience/?utm_campaign=5-20-23%20Living%20Creatively%20and%20joyfully&utm_medium=email&_hsmi=259084329&_hsenc=p2ANqtz-9svLJDSP2iFegomk8beFD0MdUKxm2GChxiP2-wjpknZcTACjG6xU8HXuP1OyQqUvAHJHkEax_8YYY2hz6nEfbxcRyfSpistU15GUq7dVy8S_u4ORg&utm_content=259084327&utm_source=hs_email

As we all search for our personal Utopia's, this is an interesting concept for treating those in need of memory care.

United Methodist Communities is planning a village for people with dementia that would be unlike any other in the country.(By Larry Carlson)

11/18/2022

https://www.channelpronetwork.com/article/wealth-management-tech-managers

Channel pros without a wealth manager can miss out on opportunities to grow and protect the money they’ve worked so hard to make.

08/05/2022

Inflation is changing our outlook on money and our spending choices. An increasing number of investors I speak to are willing to sideline gains to try to avoid losses. But is that really the best way to react? Test your knowledge in this quick 2-minute inflation quiz.

Test your knowledge in a 2-min. true/false inflation quiz

06/25/2022

Discover 3 critical steps to your dream exit [FREE GUIDE]

06/24/2022

06/04/2022

Plan your dream exit - 3 CRITICAL steps

05/18/2022

Market volatility can feel like pure chaos. When markets crash, we can feel panic and stress at the possibility of losing money. This is natural - but there’s a better way. When market dips happen, savvy investors see opportunity. In this FREE guide, you’ll learn how to turn panic into excitement when markets drop, and where to find these interesting opportunities “hiding” within the chaos. Check it out!

How to surf the market waves and not drown

04/19/2022

https://rethinking65.com/2022/04/11/five-things-your-clients-may-not-know-about-medicare/

Medicare Advantage plans probably won’t work for seniors who split their time between two locations. (By Barbara Davis)