Platinum Wealth Management

10/17/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

10/16/2026

Join us for our next Virtual Coffee Chat...

10/14/2026

Currency has been around for a long time. Here's a quick history lesson.

10/12/2026

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

10/09/2026

Every financial decision involves risk, but not everyone experiences risk the same way. Understanding the psychology behind our choices can lead to better financial outcomes and more meaningful conversations. Read the latest article by our own Jennifer Rogers Markwell, CPFA, BFA™ in Northern Nevada Business Weekly:

When people think about investment risk, they often think about numbers. Market volatility. Rates of return. Performance charts. Asset allocation. While those things certainly matter, risk is rarely just about the math. More often, it is a deeper psychological one.

10/07/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

10/07/2026

Our 7th Annual Platinum Wealth Management Pumpkin Centerpiece Event was filled with laughter and some pretty creative pumpkins.

We love bringing people together and creating memories outside of the office. Thank you to everyone who joined us and made year seven so much fun! 🍂💙

Already looking forward to next year!🎃

10/05/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

10/03/2026

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Information vs. instinct. Are your choices based on evidence of emotion?

10/02/2026

We visited the KOLO News Channel 8 studios for this month’s Financial Focus, “The Psychology of Risk.” A look at why our brains interpret uncertainty so differently and how those instinctive reactions can quietly shape the financial choices we make. When you understand the patterns behind your decisions and past money memories it can change your financial mindset.