Financial Planning

What Financial Advisors Do

There’s a common misconception that financial advisors spend all their time studying investments. While investment planning is an integral part of the job, it’s often not the central part of what a financial advisor does.

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5 Tips For A Better Work-Life Balance For Entrepreneurs

When starting your own business, maintaining a balance between work and your social life may seem close to impossible. Becoming a workaholic when beginning the process of entrepreneurship is inevitable. Keep reading to learn five tips for entrepreneurs looking to maintain a social life while starting their own business!

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Post-Divorce: Money & Children

Going through a divorce is not easy for anyone involved. There are different kinds of pain that come along with divorce, such as emotional pain and financial pain. The pressure of not knowing the future of your own life, as well as the lives of your children, can be straining and cause major anxiety.

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Sonya Ranker Featured in US News

From money.usnews.com: “When she came to Sonya Ranker, a certified divorce financial analyst and certified financial planner at Questmont Strategic Wealth Advisors, Cathy broke down crying in the middle of their meeting. Like so many women going through major life transitions, she struggled to come to grips with the new turn her life had taken.”

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Questmont Quoted in US News and World Report

From money.usnews.com: There’s a common misconception that financial advisors spend all of their time studying investments. While investment planning is an integral part of the job, it’s often not the central part of an advisor’s daily duties. Sonya Ranker, a Certified Divorce Financial Analyst and Certified Financial Planner at Questmont Strategic Wealth Advisors, estimates 30

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Do You Know Who Your Beneficiaries Are?

Why you should periodically review beneficiary designations. Your beneficiary choices may need to change with the times. When did you open your first IRA? When did you buy your life insurance policy? Are you still living in the same home and working at the same job as you did back then? Have your priorities changed

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Financial Fraudsters Preying on Boomers & Elders

Financially Secure Women Need to be Especially Careful If something sounds too good to be true, it probably is. If you are in or near retirement, it is a safe bet that you would like more yield from your investments rather than less. That truth sometimes leads liars, scammers, and fraudsters to pitch any number

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Are Changes Ahead for Retirement Accounts?

A bill now in Congress proposes to alter some longstanding rules. Most Americans are not saving enough for retirement, despite ongoing encouragement to do so (and recurring warnings about what may happen if they do not). This year, lawmakers are also addressing this problem, with a bill proposing big changes to IRAs and workplace retirement

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How New Tax Laws Affect Small Businesses

The Tax Cuts & Jobs Act changed the tax picture for business owners. Whether your company is incorporated or held closely, you must recognize how the recent adjustments to the Internal Revenue Code can potentially affect you and your workers.

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Do You Qualify?

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