Blog

By Richard Boehm, CFP® Are you thinking about retirement yet? If not, you probably should be. There’s much more that goes into planning for retirement than most people realize. Failing to plan ahead can mean the difference between starting retirement with fear and starting it with confidence. Learn more about the most important considerations to […]

By Richard Boehm, CFP® Many see the time leading up to retirement as ominous and overwhelming, and it’s hard not to when the 5 years before and after retirement are considered the “Fragile Decade.” At Unified Wealth Management, we believe it doesn’t have to be this way. Let’s talk about the importance of understanding the […]

By Richard Boehm, CFP®  Taxes are one of the biggest financial blind spots we see when people come in to discuss their financial plan. They have a CPA or accountant that prepares their taxes, but doesn’t help reduce their taxes. At Unified Wealth Management, we know tax laws are confusing and complex. We believe that […]

By Richard Boehm, CFP®  Did you know Unified Wealth Management is on social media? We created our pages as an extension of our mission to help provide the knowledge you and your family need to have a favorable outcome. By empowering and educating our clients to make confident financial decisions, we can make our mission […]

By Richard Boehm, CFP®  Happy Holidays from our team at Unified Wealth Management! It’s been another tumultuous year, and the holidays are a good time to take a deep breath, take a break from the worries, and enjoy life and the things that make us happy. I invite you to watch this quick video in […]

By Richard Boehm, CFP®  In our decades of experience as financial planners, we have worked with a number of people in and near retirement that think they have everything covered…but they actually have some significant blind spots. A lot of focus is given to how much you have saved and invested by the time you […]