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Proper Wealth An innovative approach to financial planning and private wealth management. Disclosures and licensing: https://www.pwadvisors.com

If your email or financial accounts were compromised, would your spouse or another trusted family member know what to do...
10/15/2026

If your email or financial accounts were compromised, would your spouse or another trusted family member know what to do?

They may need to know which institutions to contact, which accounts could be affected, where important information is stored, and who among your financial professionals should be called.

Cybersecurity planning should account for more than preventing an incident. Families should also consider how they would respond if one occurred.

You may be considering retiring earlier, buying another property, selling a business, helping an adult child, increasing...
10/12/2026

You may be considering retiring earlier, buying another property, selling a business, helping an adult child, increasing charitable gifts, or making a significant lifestyle change.

Before making a major financial commitment, it can be useful to test how that decision could affect your cash flow, taxes, investments, and long-term goals under several different circumstances.

Financial planning gives you an opportunity to examine those tradeoffs while you still have choices available.

During your working years, a paycheck covers much of your spending while you steadily build retirement assets. Retiremen...
10/09/2026

During your working years, a paycheck covers much of your spending while you steadily build retirement assets. Retirement changes that arrangement.

Your investments may need to begin producing income, healthcare costs can take on greater significance, Social Security decisions enter the picture, and withdrawals from different accounts can have different tax consequences.

Preparing for retirement means thinking through how those decisions may interact before your regular paycheck ends.

You hired professionals to take financial responsibilities off your plate, not to create another job for yourself.Yet wh...
10/06/2026

You hired professionals to take financial responsibilities off your plate, not to create another job for yourself.

Yet when recommendations come from several different directions, you may end up forwarding emails, tracking open questions, following up on paperwork, and figuring out which professional needs to speak with whom.

Our latest blog examines how fragmented financial advice can create more work for you and where a coordinated approach can make a difference.
Read more: https://bit.ly/46UQPZH

10/01/2026

As your finances become more complex, your digital footprint tends to grow along with them. Investment accounts, banking relationships, tax records, insurance policies, business documents, and estate information may all be accessible online.

Take inventory of the accounts that contain sensitive financial information and review how each one is protected. Strong, unique passwords and multifactor authentication are simple measures, but they become increasingly important when so much of your financial life can be accessed digitally.

Financial preparedness also means protecting access to what you've built. Small habits can make a difference: use unique...
09/23/2026

Financial preparedness also means protecting access to what you've built. Small habits can make a difference: use unique passwords and multifactor authentication, review financial accounts regularly, safeguard sensitive documents, and be cautious with unexpected requests for personal information.

During National Preparedness Month, make identity theft protection part of your financial housekeeping.

You may have a financial advisor, CPA, attorney, and insurance professional. But who is looking at how all of their reco...
09/18/2026

You may have a financial advisor, CPA, attorney, and insurance professional. But who is looking at how all of their recommendations work together?

As your financial life becomes more complex, coordination can become just as important as the individual advice you receive.

Our latest blog looks at how to build a coordinated financial team, why communication between professionals matters, and what can happen when financial decisions are made in isolation. Read now: https://bit.ly/4clrxam

09/14/2026

A retirement strategy shouldn't depend on everything going according to plan.

Markets decline. Tax rules change. Expenses surprise us. Family needs evolve. Retirement itself may begin earlier or later than expected.

National Preparedness Month is a timely reminder to consider not only the retirement you expect, but how your financial plan could respond when circumstances change.

September 11th is a date that carries a weight of its own.Twenty-five years later, we pause to remember those whose live...
09/11/2026

September 11th is a date that carries a weight of its own.

Twenty-five years later, we pause to remember those whose lives were taken, those who responded when others needed them most, and the countless families who continue to carry the impact of that day.

May remembrance remain part of how we honor them.

Your 401(k) may be one of your largest retirement assets, but its role shouldn't be considered in isolation.Contribution...
09/10/2026

Your 401(k) may be one of your largest retirement assets, but its role shouldn't be considered in isolation.

Contribution levels, investment choices, taxes, employer benefits, other accounts, and your retirement timeline can all influence how it fits into your broader financial plan.

National 401(k) Day is a good reminder to look beyond the account balance and consider the bigger picture.

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3233 Thomasville Road
Tallahassee, FL
32308

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Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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