Blog

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 […]

By Richard Boehm, CFP®  At Unified Wealth Management, our process is built on a philosophy that when it comes to finances, people should be looked at as a whole and not in pieces. Because tax laws are constantly changing, impacting just about everyone (especially when it comes to your retirement), we recommend exploring family tax […]

By Richard Boehm, CFP®  At Unified Wealth Management, we are passionate about proactive tax planning. Many of our clients have been looking at strategies throughout the year to reduce their taxes; now that the year is almost over, we want to share some ideas that might help others as well. Let’s take a look at […]

By Richard Boehm, CFP®  I’m a big believer that when it comes to your money, you need to look at it as a whole, not in pieces. At Unified Wealth Management, we’re passionate about our total net worth approach that combines comprehensive financial planning and investment management. We bring together the key elements of your […]