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  • CREATING A FINANCIAL PLAN FOR

    FINANCIAL FREEDOM

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blog

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Gail Martin | Jul 25, 2022

Understanding Your True Risk Tolerance

The recent stock market volatility, the bear market, the ever-growing inflation rate, and ongoing supply issues have taken a severe toll on the American psyche

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Gail Martin | Jan 24, 2022

Required Minimum Distributions and Charitable Gifts: A Way to Reduce Taxes

Charitable Giving
Reduce Taxes
Required Minimum Distribution
RMD
Taxes

A choice for IRA owners who want to reduce taxes linked to IRA distributions.

Provided by Brian Wyatt

Do you have an Individual Retirement Account (IRA)? By

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Gail Martin | Nov 17, 2021

A Look Back at 2021 Thus Far

Economy
global
Inflation
jobs

The year in brief. As I look back on the year 2021, I view it as a year of economic and business recovery – a recovery tempered by the delta variant of the

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Gail Martin | Oct 21, 2021

Social Security Gets a Raise

Benefits
COLA
Raise
Retirement
Social Security

On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living

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Gail Martin | Aug 4, 2021

A 6.1 Percent Bump in Social Security? COLA and Social Security.

Finances
increase
Retirement
Social Security

Provided by Wyatt Wealth Management

The news keeps getting better for Social Security recipients.
 
It's now projected that benefits will increase 6.1% in

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Gail Martin | Jul 6, 2021

A COLA with Your Social Security?

Benefits
COLA
Inflation
Retirement
Social Security
If there is a "silver lining" to all the inflation talk, it may be that Social Security benefits are expected to see a larger-than-normal increase in 2022.
Pre
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Gail Martin | Jan 28, 2020

6 Easy Organization Tips to Take Time off of Taxes

Clutter
Deductions
Filing
IRS
Organization
Taxes

As the saying goes there are two things that are inevitable: death and taxes. And, out of those two sure things, you can only really plan for your taxes. It

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Gail Martin | Oct 18, 2019

Understanding Social Security

Benefits
Divorced
Eligibility
Retirement
Social Security
Widows

Approximately 67 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits. (Source

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Gail Martin | Sep 23, 2019

Maintaining Your Financial Records: The Importance of Being Organized

Documents
Financial Records
Organization of Documents
Retaining Documents
Storage

An important part of managing your personal finances is keeping your financial records organized. Whether it's a utility bill to show proof of residency or a

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Gail Martin | Sep 13, 2019

How to Protect Your Personal Data Online

breaches
cybersecurity
Data Security
identity theft
Online safety
password security
phishing
restrict information

Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular

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Gail Martin | Jul 26, 2019

Why Diversifying Your Portfolio is Important

Asset
Bonds
Diversify
Investments
Market
Money Market
Mutual Funds
Portfoliio
Stocks

If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also

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Gail Martin | Jul 10, 2019

Your Emergency Fund and You

Education
Emergencies
Family
Finance
Preparation

Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But, folks, I’m sorry to say

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BBWYATT LLC dba Wyatt Wealth Management

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Wyatt Wealth Management and our staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your adviser prior to implementation. Advisory services are offered by Wyatt Wealth Management a Registered Investment Advisor in the State of Washington.  Wyatt Wealth Management is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.  
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