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7 Mistakes People Make When Choosing an Investment Advisor
1) They Don’t Define Their Own Goals First. If you’re unclear on what you want—retirement security, tax efficiency, generational wealth—it’s hard to evaluate whether an…
Read the full article >How Investment Diversification Helps Protect Wealth
Did you know that investment diversification is one of the simplest ways to protect your investments from market swings? Think of it as *not putting…
Read the full article >2024 Tax & Contribution Deadlines
*Cottonwood Wealth Strategies does not provide tax or accounting advice. Content is for informational purposes only. Neither the information expressed in this content constitutes…
Read the full article >4 Reasons to Add Private Investments to Your Portfolio NOW
In today’s market, savvy investors are looking beyond stocks and bonds to build wealth strategically. Private investments offer unique advantages that can elevate your portfolio:…
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Avoid These 5 Retirement Planning Mistakes
1) Starting Too Late. Embracing retirement planning early on enhances your ability to grow your savings effectively and eases financial pressure in the later stages…
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Why Choose an Independent Fiduciary?
When planning your family’s financial future, your decisions have a significant impact on your legacy, lifestyle, and future generations. Choosing the right advisor is crucial….
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Young, Wealthy Investors Turn to Alternatives
Lorie Konish – Personal Finance Reporter See the full article HERE Information has been obtained from sources believed to be reliable, but is not guaranteed….
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The Power of International Networking
Nano Tools for Leaders® are fast, effective leadership tools that you can learn and start using in less than 15 minutes — with the potential to significantly impact your success as a leader and the engagement and productivity of the people you lead.
Tax Policy Outlook
In a recent fiscal year, a significant $1.7 trillion budget deficit has prompted discussions about US fiscal policy. Suggestions for future measures include spending cuts or potential tax adjustments around 2026.
SECURE 2.0 Act: 529 to Roth IRA rollover
While 529 account holders diligently stow funds away for a child’s education with good intentions, sometimes fate has different plans. What happens if the beneficiary pursues an alternative career or goes to a fiscally friendly school?
