Operating in a Covid 19 Summer
We at Platt Wealth Management hope that you enjoyed a safe and sane Fourth of July weekend. The dog days of summer are indeed upon us, and we thought it might be a good time to address some of the uncertainty that many of our clients and others are experiencing....
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Prevent Social Media Overwhelm
It’s easy to get lost in the rabbit hole of social media. Especially when we’re still practicing social distancing and businesses aren’t all open yet. You think you’re going to get caught up with some friends from high school. Next thing you know, you’re arguing about...
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Financial Decision-Making Under Uncertainty
As we discussed earlier (in the post about being productive while working from home), we’re all under a cloud of uncertainty. It’s not clear when people will start going back to work in the office. Or even if that will happen, since many employees likely will be...
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Staying Productive While Working From Home
With so many people working remotely, being productive can sometimes be a challenge. Creating an office-like environment is a good start. Try to separate your business space from your personal space as much as you can. Read on for more tips on productivity while...
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Men’s Health: Live Longer With These Health Screenings
This week is Men’s Health Week, leading up to Father’s Day on June 21st. Men tend not to go to the doctor for routine exams as often as women do, but it’s vital for them to catch potential health issues quickly. Poor health and health costs are the number one concern...
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What Do New Parents Need To Know About Estate Planning?
A new baby can bring so much joy to parents and their families. In this season of new life, a million things are probably racing through your mind every second. Between baby showers, putting the finishing touches on the nursery, and stocking up on diapers and...
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10 Things Your Children Need to Know About Money
Money is essential to living in the US, so everyone needs to know the basics about finance. Not many schools teach the subject. You might have to be the one to teach your children money fundamentals, no matter their age. If they’re old enough to earn an allowance,...
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Midyear Economic Outlook
The decade-long economic expansion did not end with a whimper. The coronavirus brought it to a screeching halt. U.S. gross domestic product (GDP) fell 5% in the first quarter, and a steeper decline is likely in the second. Consumer spending, which accounts for...
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529 Savings Accounts and College: What You Need to Know
With National College Savings Day (which is 5/29, coincidence, we think not) right around the corner, we wanted to talk about one of the most popular education savings vehicles available to you: a 529 plan. A 529 plan has been used by parents and students...
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In addition to our fee-only investment management services, Platt Wealth Management offers financial plans to answer your important financial questions. How close are you now to your goals and dreams? Where do you want to go? How can you get there?
Our four-step financial planning process is designed to be a road map to get you to your destination(s), while providing flexibility to adapt to changes along the route.
We offer stand-alone plans, or our full wealth management program that includes our investment management services. Give us a call today to set up a complimentary review at 619-255-9554.
