Are Covered Calls a Good Strategy to Generate Extra Income?
A covered call is an options strategy in which an investor holds a long position in an asset (typically shares of stock) and sells (or "writes") call options on that same asset. The goal of this strategy is to generate additional income from the options premium, while...
Why Should a Couple Aged 50 or Older Consider a Prenup
Why should a couple aged 50 or older consider a prenup? Are there any reasons why they shouldn’t consider this? A prenuptial agreement can be particularly beneficial for older couples because they often have more significant assets, prior marriages, and children whose...
Collecting Social Security: 5 Crucial Questions You Need to Ask
When it comes to Social Security, many people often get swept up in the excitement of finally reaching the point where they can start collecting benefits. However, it's essential to slow down and make informed decisions. Before you begin collecting social security,...
Taxes in Retirement: An Overview and Smart Strategies to Stop Overpaying Uncle Sam
Retirement is supposed to be the stage of life where the worries of the working world are left behind and you can relax and enjoy the fruits of your labor. However, the reality is that for many retirees, the tax burden doesn't disappear with the working world. In...
What Would Happen If the U.S. Couldn’t Pay Its Debts?
Introduction Imagine if the United States couldn't pay back the money it borrowed. It might seem crazy, but let's explore what could happen if the U.S. defaulted on its debt. We'll take a look at how it would affect regular people, the economy, and the global...
7 Law Changes Pre-Retirees Should Watch Out For
Introduction The SECURE 2.0 Act (Setting Every Community Up for Retirement Enhancement) is a bill passed by the U.S. Congress in December 2021. It builds upon and expands the provisions of the original SECURE Act (passed in December 2019) and includes changes to...
Join The Email List…
I’ll email you stories, tips, checklists, and more. Initially, you will get daily email for 14 days, and then weekly thereafter. If you can’t handle the initial daily emails, DO NOT SUBSCRIBE.
Sometimes the emails contain amazing tips or checklists. Other times, they are stories about me or people I know. Either way, I must be doing something right because people that are thinking about retirement seem to love them.
And when you subscribe, I’ll give you a PDF guide called “15 Retirement Planning Tips For People Age 50+” for free, which is packed with 45 pages of retirement ideas to help you make the most of your wealth and life.
(707) 899-1010 ♦ info@swadwealth.com
100 Stony Point Rd, Suite 244, Santa Rosa, CA 95401
Hours: Monday through Friday, 9:00 AM to 6:00 PM PST (Office Hours by Appointment Only)
© 2022 SWAD WEALTH MANAGEMENT, LLC. ALL RIGHTS RESERVED.