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NAVIGATING MIDDLE-AGE LIFE TRANSITIONS WITH CONFIDENCE
NAVIGATING MIDDLE-AGE LIFE TRANSITIONS WITH CONFIDENCE
Glanz Wealth Management
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Life Transitions
With over 25 years of experience in working with middle-aged and mature clients, we are prepared for and able to navigate through all their life transitions. Some major examples include separation and divorce, job loss and change, moving, death of a loved one, marriage, partnerships, and retirement.
Marriage and Divorce
Our best advice can be given in advance of marriage and marital problems, however no matter when we step in, you have the benefit of our extensive experience to guide and protect you when it comes to both.
Female Entrepreneurs and Professionals
We work with women to ensure they are secure, independent, and understanding of what’s going on with their money, married or not. This includes the basics of cash-flow management as well as the ways they should be planning for their retirement and for the protection of their family.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 26, 2023
Determine How Life Insurance Fits in Your Financial Plan
When it comes to life insurance, do you have more questions than answers? If so, use this checklist to start the process of determining if you need it, and if you do--what solution best fits your needs.
September 26, 2023
Online Access Estate Organizer
Estate Organizer, a new financial wellness tool available in Online Access, allows clients to manage estate planning documents and contacts, so loved ones, beneficiaries, and personal representatives know exactly what to do. Watch this video to learn more:
September 16, 2023
Tax & Estate Planning Virtual Seminar
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Join us for this exclusive virtual seminar where we will explore what to do before the 2017 Tax Cuts and Jobs Act sunsets, estate & gift planning strategies, charitable gifting, and income tax planning opportunities, as well as new provisions in Secure Act & Secure Act 2.0, types of beneficiaries and the new 10-year payout, using trusts as beneficiaries, and incorporating Secure Act & Secure Act 2.0 within your financial plan.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.
Outlook 2023: Mid-Year Update
In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.