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

How Do I Determine My Ideal Retirement Age?

How Do I Determine My Ideal Retirement Age?

There are a number of different tax strategies individuals and couples nearing or in retirement can utilize to decrease the amount owed on their retirement savings and income. These strategies involve utilizing a number of different tax-efficient investment accounts and tactics to decrease the drag taxes could put on their investments and, of course…

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Maximizing Tax Efficiency in Retirement

Maximizing Tax Efficiency in Retirement

There are a number of different tax strategies individuals and couples nearing or in retirement can utilize to decrease the amount owed on their retirement savings and income. These strategies involve utilizing a number of different tax-efficient investment accounts and tactics to decrease the drag taxes could put on their investments and, of course…

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Are Covered Calls a Good Strategy to Generate Extra Income?

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...

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Why Should a Couple Aged 50 or Older Consider a Prenup

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...

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(707) 899-1010 ♦ info@swadwealth.com
100 Stony Point Rd, Suite 244, Santa Rosa, CA 95401
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