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 […]
Proactive Year-End Tax Planning for 2022 and Beyond (Video)
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 […]
Foundational Financial Plan for Everyone
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 […]
How We Help You Make Financial Decisions That Weather the Ups and Downs in the Market
By Richard Boehm, CFP® Is the complexity of your financial situation causing confusion? Is your financial future a major source of anxiety? We know the markets, the economy, and financial planning can be challenging, complex, and disconcerting. The good news: there’s no reason to go at it alone. As part of our process and a […]
Here are 4 factors driving inflation right now and how they play into your holistic financial plan.
At Unified Wealth Management, we love to help people pursue their financial goals. One of the ways we do this is by discussing financial topics that affect us all. I’m a big believer that our best client is an educated client so, today, I want to talk about something that’s all over the news . […]
Risk. It’s just not the same as volatility.
In case you haven’t noticed, the financial markets have been rather volatile. On any given day, the Dow can be down many hundreds of points and then reverse itself in the next session. Other indexes and markets have been performing similarly. Volatility is a period of time when short-term investors become extremely sensitive and react […]