Is Your Estate Planning Up-to-Date?
It’s no secret that many Americans put off creating a will — even those who need it most. But one milestone event often triggers a shift in mindset: the arrival of a child or grandchild. Usually, it hits people right before they get on a plane for the first time...
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Why it’s Smart to Start a 529 Education Savings Plan
Saving for your child’s future education costs can be one of the most important decisions for parents. The price of tuition alone is staggering, with new increases each year. Imagine being a new parent and what education costs will be in eighteen years when your child...
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Estate Planning: Probate and Trusts
In our last article on estate planning, we explained why estate planning is essential and discussed the basics of wills and powers of attorney. You probably know you want to avoid probate, but you might not know precisely why.. Probate This process proves a decedent’s...
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Paycheck Protection Program Update
The U.S. government has extended The Paycheck Protection Program (PPP). Here’s a brief overview of what you need to know. Paycheck Program Basics Authorized by the CARES Act and administered by the Small Business Administration, the PPP helps employers cover the cost...
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4 Ways to Simplify Your Business and Finances
It seems like so many of us tend to over complicate things, whether in finances or life or business. As we move through life, we accumulate more, and we get entrenched in routines that no longer serve us. However, keeping things simple is essential at any stage of...
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Why Having a Financial Advisor Team is Important
With the advent of online trading platforms and information available for free on the Internet, many investors have decided to take a do-it-yourself approach to manage their money. Managing your portfolio is perfectly fine, especially those who are just starting, have...
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Why You Need to Hire the Best Financial Advisor Today
With the advent of online trading platforms and information available for free on the Internet, many investors have decided to take a do-it-yourself approach to manage their money. Managing your portfolio is perfectly fine, especially those who are just starting, have...
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Questions You Should Ask When Looking for a Financial Advisor
Choosing a financial advisor is an essential step in taking control of your finances. You’ll want to complete your due diligence before you even start talking to an advisor you’ve selected as a possibility. Find a financial advisor If you have friends or...
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Investing for the Sandwich Generation
Our tendency to live longer means that many families are in the unenviable position of supporting elderly parents while preparing for their retirement and trying to send their kids to good colleges. It’s impossible to get everything you want without an infinite...
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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.
