Blog
Welcome to Old Fort Wealth Management,
Welcome to the place where financial advising meets tax efficiency. You might ask yourself: "Self, what does a financial advisor do, how do I find a good one, and how does Old Fort introduce tax management to their financial strategies?"
A Financial Advisor's job is to understand a client's goals and create a strategy that lays the foundation for long-term financial success.
Essentially, what makes Old Fort the financial advising firm for you? How do we compare? How do we best the competition?
ALL great questions.
Forbes cites that 80% of investors believe that their financial advisors should be focusing on the minimization of their taxes. We believe that taxes should be central to the financial planning process, and almost every component of financial advising has tax considerations. Old Fort Wealth Management wants to learn more about you, understand your goals, and create a personalized and tax-managed strategy to meet your long-term financial needs -- whether your goals pertain to retirement, estate planning, or investments.
We want to simplify your financial life by bringing you into the Radcliff Family. We are dedicated to doing the “right thing” for you. We feel that meaningful connections and frequent communication is critical to providing exceptional services and nurturing the most valuable thing: our relationship with you.
Our first priority is to set the standards for the deepest advisor relationships, and we want to provide you with the communication that you need to feel confident in your financial decisions. Our team wants to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Visit our website to learn more about your financial future.
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Could Retirement be less "Taxing"?
If you are retired or preparing for retirement, here's one big question to ask: Is your retirement plan tax efficient?
Read MoreFinancial Wedding Tips for a Memorable “I Do”
As we enter the traditional wedding month of June, we wanted to explore the range of expenses that can be related to this special event. The average US wedding costs $35,0001 According to The Knot Real Weddings Study of nearly 10,000...
Read MoreThe Evolving Relationship Between Stocks and Bonds
Sir John Templeton once said, “The four most expensive words in investing are: ‘This time it’s different.'” And normally, we would agree. But the phrase “This time it’s different” may apply to what's happened in financial markets in...
Read MoreHow Much Do You Need To Retire?
A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people...
Read MoreIdentity Protection Strategies – Are You Doing Enough To Keep Your Information Safe?
There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect...
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Create a Strategy to Protect Your Wealth with Potential Estate Tax Changes Looming
At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to...
Read MoreGive Your Children the Gift of Financial Literacy
Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the pressure can...
Read MoreInvesting in a Presidential Election Year
As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...
Read MoreSECURE Act 2.0 Includes New Provision On Special Needs Trusts
Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...
Read MoreThe Psychology of Love and Money
Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...
Read MoreRules and Regulation Changes That Could Impact Your Finances in 2024
In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...
Read MoreThe Big Game Indicator and Other Unusual Economic Theories
It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you...
Read MoreMajor Tax Changes Looming: Are You Ready?
With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are...
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