SK Wealth Management

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Providence, RI
SK Wealth Management

We are a fee-only personal financial planning and investment management firm. Together, we will defi

01/09/2023

The ones in your life are part of the big picture. Your preparation today will have an impact on their tomorrow.

The Legacy Maximizer™ incorporates your wishes into your financial analysis, which may or may not include leaving a legacy. Depending on your residency, estate taxes can result in a significant – and unexpected – expense for many families and individuals. We will quantify your potential taxes and suggest ways to minimize estate taxes as much as possible.

Get in contact with our team to learn more about The Legacy Maximizer ™ by calling 401-331-1575 or emailing [email protected]

01/06/2023

Not sure where to start when it comes to setting and targeting investment goals?

Here are some things to consider when setting goals:

- What is your time horizon?

- How much will you need to invest?

- Which investments should you choose?

- Are you investing for retirement, college, or a major purchase?

- Review and revise

If you need assistance setting investment goals and achieving them, our team of financial professionals at SK Wealth are here to help you.

https://skwealth.com/

01/04/2023

We want to make it easier to accomplish your long-term goals. It starts with us taking the time to prioritize what matters most. The journey continues with mapping out a plan to help you get there.

Our team of certified professionals is ready to help you prepare, plan, and get going. So, what are your long-term goals for 2023?

01/01/2023

Happy New Year!

Wishing you all a happy and healthy 2023! ✨

Please note our office will be closed on January 2nd in observance of the holiday.

12/30/2022

Many families finance a college education with help from student loans and other types of financial aid such as grants and work-study, private loans, current income, gifts from grandparents, and other creative cost-cutting measures. But savings are the cornerstone of any successful college financing plan.

The more you save now, the better off you'll be later. Start with whatever amount you can afford, and add to it over the years with raises, tax refunds, unexpected windfalls, and the like. If you invest regularly over time, you may be surprised at how much you can accumulate in your child's college fund.

12/28/2022

With the wide variety of stocks in the market, figuring out which ones you want to invest in can be a challenging task. There are usually two different ways you can go when it comes to choosing stocks that may be worth investing in, one being growth stocks.

Growth investors prefer companies that are growing quickly and are less concerned with undervalued companies than with finding companies and industries that have the greatest potential for appreciation in share price. A challenge for growth investors, however, is to avoid overpaying for a stock in anticipation of earnings that eventually prove disappointing.

Are you interested in growth investing? What other questions do you have about growth stocks?

https://skwealth.com/

12/25/2022

From everyone at SK Wealth, we’d like to say thank you to our clients for your continued loyalty and faith in us. We wish you all a Merry Christmas!

Please note our office will be closed tomorrow, December 26th in observance of the holiday.

12/21/2022

Wishing you had better control over how you spend your health-care dollars? If so, you may be interested in an alternative to traditional health insurance called a health savings account (HSA).

An HSA is a tax-advantaged account that’s paired with a high-deductible health plan (HDHP). HSA has several valuable tax benefits such as:

- You may be able to make pretax contributions via payroll deduction through your employer, reducing your current income tax

- If you make contributions on your own using after-tax dollars, they’re deductible from your federal income tax (and perhaps from your stat income tax) whether you itemize or not. You can also deduct contributions made on your behalf by family members

- Contributions to your HSA and any interest or earnings, grow tax deferred.

- Contributions and any earnings you withdraw will be tax free if they’re used to pay qualified medical expenses.

If you have any questions about the tax advantages offered by an HSA, be sure to contact a tax professional.

https://skwealth.com/

12/19/2022

Happy Hanukkah! Wishing your family peace and light this holiday season.

12/16/2022

How is a value investor different than a growth investor?

Value investors look for stocks with share prices that don’t fully reflect the values of the companies and that are effectively trading at a discount to their true worth. They believe that eventually the share price will rise to reflect what he or she perceives as the stock's fair value. Value investors consider a company’s prospects but are equally focused on whether it’s a good buy.

Are you a value investor or a growth investor?

https://skwealth.com/

12/14/2022

Through years of experience helping clients navigate the complexities of their financial lives, SKWealth has learned that most of us simply want to arrive at solutions and knowledge. Tune into our podcast, SKWealth’s Solutions & Knowledge Podcast, to explore topics and issues that will help support you on your road to preparedness, stability, and prosperity.

https://skwealth.com/skwealth-podcast/

12/12/2022

Recognized as one of the 2022 Best Places to Work in Rhode Island, SK Wealth Management LLC, is a comprehensive personal financial planning and investment management services firm that is located in the heart of Providence. We are currently seeking a highly qualified individual to serve as a Financial Planner on our team.

In this important role, you will:

✔️ Prepare comprehensive financial plans: including retirement, education, investment, insurance, estate, and charitable planning for our clients through analysis and review of clients’ personal financial information.
✔️ Prepare and interpret the details of financial plan strategies for clients – and implement the recommendations and/or refer clients to individuals who can assist them with plan implementation.
✔️ Help prepare and/or review and sign personal income tax returns.

For more information about this role and how to apply please visit our website: https://skwealth.com/careers/

Address

50 Holden Street
Providence, RI
02908

Telephone

+14013311575

Website

https://skwealth.com/

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