Questmont Wealth Management Minute

When a Family Member Dies

A financial checklist for the most difficult of times.

The passing of a loved one irrevocably alters family life. After a death, there is so much to attend to; it is better to do it sooner rather than later. Here, then, is a list of what commonly needs to be looked after.

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Social Security Gets Its Biggest Boost in Years

Seniors will see their retirement benefits increase by an average of 2.8% in 2019.

Social Security will soon give seniors their largest “raise” since 2012.

In view of inflation, the Social Security Administration has authorized a 2.8% increase for retirement benefits in 2019.1

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Tolerate the Turbulence

Look beyond this moment and stay focused on your long-term objectives.

Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to tolerate it. Rocky moments, fortunately, are not the norm.

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Debunking a Few Popular Retirement Myths

It seems high time to dispel some of these misconceptions.

Generalizations about money and retirement linger.

Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few.

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5 Retirement Concerns Too Often Overlooked


Baby boomers entering their “second acts” should think about these matters.

Retirement is undeniably a major life and financial transition.

Even so, baby boomers can run the risk of growing nonchalant about some of the financial challenges that retirement poses, for not all are immediately obvious. In looking forward to their “second acts,” boomers may overlook a few matters that a thorough retirement strategy needs to address.

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Why the U.S. Might Be Less Affected by a Trade War.

The nature of our economy could help it withstand the disruption.

A trade war does seem to be getting underway.

Investors around the world see headwinds arising from newly enacted and planned tariffs, headwinds that could potentially exert a drag on global growth (and stock markets). How badly could these trade disputes hurt the American economy? Perhaps not as dramatically as some journalists and analysts warn.1,2

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Who Is Your Trusted Contact?

A vital investment account question to be answered sooner rather than later.

Investment firms have a new client service requirement.

They must now ask you if you want to provide the name and information of a trusted contact.1

You do not have to supply this information, but it is certainly welcomed. The request is being made, with your best interest in mind, to lower the risk that someone crooked might someday make investment decisions on your behalf.1

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Why You Should Have an Online Social Security Account

The May Wealth Management Minute

Could your personal information soon be stolen?

The possibility cannot be dismissed. Sensitive financial and medical data pertaining to your life may not be as safe as you think, and thieves may turn to a vast resource to try and mine it – the Social Security Administration .

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Out With The Old Tax Plan - In With the New!

The Tax Cuts and Jobs Act made dramatic changes to federal tax law.

It is worth reviewing some of these changes as 2019 approaches and households and businesses refine their income tax strategies. 

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The Major Retirement Planning Mistakes

Why are they made again and again?

Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, there are also some classic financial missteps that plague retirees.   

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Our Core Values

Family

Celebrating life’s biggest moments. Weathering life’s biggest storms. In every facet of your financial life, the Questmont family protects and supports YOUR family.

Authenticity

At Questmont we strive to be true to our character, our own spirit, focusing on that which makes us unique, both in our own eyes and those of our clients. The Questmont experience may not be for everyone, but it will only be felt here.

Creativity

The depth of our understanding of financial tools and techniques allows us to develop cutting-edge services that typically require multiple firms to experience. The result – a bespoke blueprint drawn to protect your vision of the future.

Empowerment

Don’t come here to buy; we’re not here to sell. Our Consultative Process informs and educates our clients, enabling them to consider the facts, draw their own conclusions, and make informed decisions about some of life’s biggest quandaries. That’s Questmont.

Isn’t Your Family’s Financial Strength Worth a Second Look?

second-opinion-icon

Is there anything more important than your family's future? And knowing you’re on the right path to get them there?

But when was the last time you checked to see if the path you're on is the right one for you now?

Maybe it's time for a professional Second Opinion.

Click below to learn more about Questmont's FREE Second Opinion Service. Because knowing is strength.

CLICK HERE TO LEARN MORE