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Check back regularly for insights from the Krietzberg Wealth Management team into the world of investing, financial planning and preparing for a confident financial future.  

Wednesday, July 7, 2021

Tuition costs have risen dramatically over the last 30 years, and parents need all the help they can get in financing a college education. There are many of options available, including 529 plans and Coverdell accounts, so it’s...

Saturday, June 19, 2021

The now iconic TV show The Brady Bunch depicted what was, at least at the time, a very unusual family dynamic: a second marriage bringing together six children under one roof. These days it’s hard to imagine a show like The Brady...

Wednesday, June 2, 2021

To confidently manage your retirement funds, it’s important to understand not only how much you have, but how much you will need. Then you can determine how to fill in the potential gap. Keep in mind that creating a retirement...

Thursday, May 20, 2021

When people imagine a financial windfall, they often think of winning the lottery or sweepstakes and using that money to purchase expensive luxury items. But financial windfalls generally occur in more traditional ways such as the sale...

Wednesday, May 5, 2021

If you’re like most investors, you want to achieve growth while you’re working and income after you retire. But that doesn’t necessarily make it smart to change your investment strategy when you retire by shifting...

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Wednesday, April 21, 2021

Americans are living longer than ever, thanks to advances in health care, improved diets and better exercise. About one out of every four 65-year-olds today will live past age 90, and one out of 10 will live past age 95, according to...

Monday, April 12, 2021

How Much Will You Need to Retire? How much money will it take for you to retire in style? If the question leaves you scratching your head, you’re not alone. Just 38% of American workers have talked with a financial professional...

Thursday, March 18, 2021

For most investors—even those with significant wealth—a secure financial future doesn’t simply happen. Instead, it must be carefully crafted to help meet your most important goals. Of course, the future is...

Friday, March 12, 2021

Having a career that brings personal satisfaction and financial success places many demands on your time and energy. But no matter how busy you are, there’s one task you shouldn’t put off—planning for your financial...

Thursday, March 4, 2021

One of the most common fears people share when considering retirement is the very real possibility of outliving the money they’ve worked so hard to save. Making sure your retirement is properly funded remains an ongoing challenge...

Monday, February 22, 2021

With so much going on in the world today, it’s natural to feel anxious about the state of your finances. Staying focused on the big picture is important during periods of market volatility. Here are a few strategies to keep in...

Thursday, February 4, 2021

When it comes to having serious financial conversations, many parents aren’t sure where to begin. The tips and questions included in this guide are designed to help you talk to your kids about money and financial responsibility....

Friday, February 28, 2020

Stressed about money? If you’re afraid to look in your mailbox and see another credit card bill or bank statement you’re not alone. In fact, over half of U.S. adults say financial stress has negatively impacted their...

Wednesday, February 19, 2020

If you want to pass savings on to your children or grandchildren, working with a financial advisor on legacy planning strategies can help make your wishes a reality—in ways that benefit both you and the recipients of your generosity.

Friday, November 15, 2019

There's one simple yet elusive question that the current investment landscape begs to ask: What If? I've been talking about "what if's" with my kids for a long time, since they were much shorter than they are today, and I had more hair...

Friday, November 1, 2019

Discipline. You can’t be a successful investor without a healthy serving of discipline. But what does it mean to be a disciplined investor? To be a disciplined investor, one must learn how not to react emotionally to market...

Monday, October 14, 2019

How many times have you heard "Stay the Course" or "Don't Panic?" My industry uses these phrases to attempt to dissuade investors from making any sudden moves when market volatility increases. This is like the pilot that addresses her...

Monday, October 7, 2019

Although markets can be somewhat unpredictable at times, beyond expectations and predictions, hope and fear, there are certain investment truths that will always hold. Investment Truth #1 Through all the fog of distraction, the primary...

Wednesday, September 25, 2019

Can I tell you how long I've been waiting to somehow work a Star Wars reference into this blog? For those non-Star Wars fans, "Star Wars: A New Hope" is the name of the first movie that came out in 1977. I was 9 years old, so it was...

Monday, September 16, 2019

That’s a rhetorical question. While its always fun to start out with a riddle, we’ll answer this one. I’m sure you have heard of the phrase “Index Funds.” An index fund is a type of mutual fund with a...

Tuesday, September 10, 2019

The yield curve is just a graph that shows U.S. government bills and bonds with different maturity dates, along with the yield on those bonds for each date. The most common yield curve typically shows the interest rates for 3-month,...

Monday, September 2, 2019

First thing’s first. Yes, we act in a fiduciary manner for our clients - we always have and always will. We will always place our clients’ interests and the integrity of the investment profession above our own interests....

Monday, August 26, 2019

Seeing Through the Financial Fog It can't be August already. The summer just started, and school just ended – right? Summer always seems to fly past us too quickly. And while most of us got to relax a bit over the summer, it...