As we approach the more active months of hurricane season, a crucial element that many Americans overlook regarding their financial security is their level of preparedness for an emergency or a natural disaster. Today, we…
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The Retirement Blindspot: Why “Average” Returns Can Be Deceptive
Same Average Return, Very Different Retirement Planning for retirement can seem daunting and full of unknowns, which makes being aware of the different risks and strategies to secure your future all the more important. Often,…
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Looking Ahead to 2026 | January Newsletter
Wow — 2025 flew by. It was a year that felt like one major headline after another, keeping markets on their toes. Despite the ups and downs, the year wrapped up with strong results across…
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Should Gold Be Part of Your Investment Portfolio?
Gold has long been viewed as a timeless store of value, often rising in popularity when economic uncertainty or inflation concerns dominate the headlines. But what role should it play in an investment portfolio? While…
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Short Video: Insurance Planning ☂️
Insurance can serve an important purpose when used to address specific needs, but it’s not a one-size-fits-all solution. In this video, we share how Fortress Wealth Planning approaches insurance within the context of a comprehensive financial…
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June Newsletter | Tax Reform Update
On May 13, 2025, the House passed the The House Ways and Means Committee bill (One Big Beautiful Bill) commonly referred to as the “Tax Cuts and Jobs Act 2.0.” This legislation seeks to make…
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Fortress Wealth Planning | Year-end Considerations
With year-end deadlines quickly approaching, now is the time to review your financial and tax strategies. To help you prepare, we’ve highlighted a few key items to consider before January 1st to ensure you’re making…
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September Newsletter | Our Top 3 Underrated Planning Strategies
As we enter the final quarter of 2024, it’s a great time to explore some often-overlooked tax planning strategies. September and October are ideal for this, giving you a few months to implement these strategies…
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Mitigating the Impact of the “Widow Tax”
Financial planners often use the term Widow Tax to describe the situation where a surviving spouse inherits tax-deferred retirement accounts from a deceased partner, potentially leading to a substantial tax burden. This issue primarily arises…
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August 2024 Newsletter | 8 Key Themes to End 2024
As we enter the final weeks of summer, we wanted to share a concise update on eight key themes we’re currently focusing on in the financial markets, along with the strategies we’re implementing as we…
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