matt@momentumwealth.us, Author at Momentum Wealth

Elections & market reactions

October 22, 2024

2 minute read

What do presidential elections means for your portfolio? Should you change your investing strategy based on who wins?

Is inflation rising again?

January 17, 2024

2 minute read

As we kick off 2024, the latest data is raising some concerns about inflation.

Should I take a voluntary early retirement buyout?

January 04, 2021

7 minute read

Simply put, a buyout is a form of compensation (or compensation packages) designed to incentivize employees to retire ahead of schedule. A buyout, or voluntary early retirement package, may sound somewhat attractive. But, what if your employer approaches you, or your spouse, with an early retirement buyout option? Do you take it? This article will walk you through the right questions to ask in order to help you decide your next move.

Five 401(k) Rollover Myths: Busted

October 13, 2020

4 minute read

When it comes to rolling over a retirement plan, misconceptions abound. Regardless of which one(s) you leverage, if you put contributions in, eventually you’re going to get funds out. It’s how you move those funds that determines the tax implications. So as financial advisors, we’re here to bust five myths we hear all the time regarding rollovers.

Social Security: The Elephant in the Room

The Elephant in the Room: Social Security

September 24, 2020

9 minute read

Despite the fact that Social Security is our greatest source of government-guaranteed, inflation-adjusted, lifetime income we get in retirement, it is totally misunderstood. And complex. And 96% of Americans fail to properly optimize it, leading them to leave thousands of dollars on the table in lost income every year. We wrote this guide to break down the top-of-mind questions and considerations that go into claiming Social Security, so you can avoid this downfall and plan for your best future possible.

The Essential Small Business Guide to Employee Benefits

August 31, 2020

8 minute read

When it comes to owning and operating a small business, there tends to be a lot on your plate. Whether it’s products, services, revenues, or expenses — they all demand your attention, and it can become easy to forget about less immediate matters, such as savings goals. The purpose of this guide is to help you find a balance between running your business, saving for retirement, and offering employee benefits that help them save for theirs.