Located in Santa Rosa, CA  ♦  (707) 899-1010  ♦   info@swadwealth.com

10 Questions To Ask A Financial Advisor

10 Questions To Ask A Financial Advisor

Are you looking for an advisor overwhelmed by the sea of people that are out there? Or, are you currently working with an advisor and not sure if they are still the best fit for you? Here is a list of ten questions to ask: 1. Are you a fiduciary? A fiduciary is...

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7 Investing Principles Every Teen Needs to Understand

7 Investing Principles Every Teen Needs to Understand

Introduction Learning the principles of investing is important at any age.  They say it is never too late to start investing but there are a million reasons ($$$$) to teach these principles to your children as early as possible.  While teaching financial...

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How To Design Your Dream Retirement & Life

How To Design Your Dream Retirement & Life

“Life Isn’t Determined By The Cards You Were Dealt But How You Play Your Hand”Isaac Breese Have you ever seen a person with all the money in the world that wasn’t happy? How about a person with very little that is calm and content? There are many studies that show...

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How to Create a my Social Security Account

How to Create a my Social Security Account

What is a my Social Security Account? My Social Security is a personal account where individuals can view their Social Security Statement online.  The account gives you access to a benefits estimator, your personal earnings history, and other tools. ...

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