We often have clients who hesitate to invest when they believe the market is near a peak, worried that a downturn could cause immediate losses. One way to address that concern is through dollar cost…
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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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August Newsletter | Planning Strategies For The OBBBA
A whirlwind of new tax code has been introduced following the passage of the One Big Beautiful Bill Act on July 4th, 2025. We previously shared an overview of the key provisions expected to pass,…
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July Newsletter | Assessing Crypto Through an Investment Lens
Cryptocurrencies continue to generate headlines and questions. This article takes a closer look at digital assets, specifically through the lens of investment strategy: how they fit (or don’t) within a well-diversified portfolio. The investment world…
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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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May Newsletter | Withdrawal Strategies
One of the most frequently discussed topics among those nearing or in retirement is how to create an effective withdrawal strategy. A common approach to retirement withdrawals is to tap into the most liquid assets…
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April Newsletter | Volatility, Tariffs, and What Investors Should Do
If you’ve been watching the markets, you’ve likely felt the rollercoaster of economic shifts that have unfolded. From trade wars to heated debates about the size of the federal workforce, the first few months of…
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A Primer On Tariffs
With trade policy unsettling markets at the start of the second Trump administration, it’s important to understand tariffs—what they are, how they work, and the bigger economic and political effects they bring. While they can…
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Tax Filing Considerations | Fortress Wealth Planning
As tax day approaches for those filing by April 15, it’s important to start preparing if you haven’t already—especially for those who won’t be filing extensions. Whether you’re self-filing or relying on a tax professional,…
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Estate Planning | Post-election Updates
The Tax Cuts and Jobs Act (TCJA) of 2017 introduced significant changes to both tax and estate planning, reshaping the landscape for individuals and businesses alike. With the current administration’s anticipated push to extend the…
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