Wealth Management - Learn at Your Own Pace

To get an even better handle on your finances, learn more about how and why we make various strategic decisions with finances. So grab a cup of coffee, settle in, and feel free to contact us with any questions!

A notebook with the words `` estate planning '' written on it.

Estate Planning for High-Net-Worth Families

By Andrea Ward and Matt Ward • June 7, 2025
Explore advanced estate planning tools like GRATs, IDGTs, and charitable trusts to reduce taxes and protect multigenerational family wealth.
A man and a woman are sitting on a couch looking at a laptop.

How to Financially Support Aging Parents Without Jeopardizing Your Future

By Andrea Ward and Matt Ward • May 23, 2025
Learn how to help aging parents financially while protecting your future. Smart budgeting, caregiving tips, and tax strategies to ease the load.
A man and a woman are sitting on a couch looking at a piece of paper.

Exit Planning for Business Owners: Protecting Wealth During the Transition

By Andrea Ward and Matt Ward • May 9, 2025
Discover strategies to protect and grow your wealth when exiting your business—from succession planning to minimizing capital gains taxes.
A cup of coffee is sitting on a table next to a diagram of personal financial planning.

Planning for a Sabbatical or Career Break: Financial Strategies for Peace of Mind

By Andrea Ward and Matt Ward • April 30, 2025
Explore smart financial strategies for sabbaticals or career breaks. Learn how to save, adjust investments, and protect your insurance.
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Understanding Tax Implications for Inherited Wealth: Secure Your Legacy

By Andrea Ward and Matt Ward • April 16, 2025
Discover how to navigate taxes on inherited wealth while preserving your legacy with expert tips from Aligned Wealth Advisors.
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Creating a Retirement Income Strategy: Managing Post-Career Cash Flow

By Andrea Ward and Matt Ward • April 2, 2025
Discover how to create a balanced retirement income strategy with Aligned Wealth Advisors for long-term financial security.
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Tax-Smart Charitable Giving: Maximize Impact and Minimize Liabilities

By Andrea Ward and Matt Ward • March 19, 2025
Discover how to maximize impact and minimize liabilities through strategic charitable giving with Aligned Wealth Advisors.
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Wealth Management During Market Volatility: Protecting Your Assets

By Andrea Ward and Matt Ward • March 5, 2025
Discover effective wealth management techniques during market volatility to protect your assets through diversification and risk mitigation strategies.
A woman is sitting at a desk using a calculator and a laptop.

The Importance of Financial Check-Ups: Regular Reviews for Success

By Andrea Ward and Matt Ward • February 19, 2025
Discover why regular financial reviews are crucial for stability and optimizing your strategy with Aligned Wealth Advisors.
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Financial Planning for Self-Employed Professionals: Building Stability

By Andrea Ward and Matt Ward • February 5, 2025
Discover essential financial strategies for self-employed individuals focusing on retirement savings, tax efficiency, and effective income management.
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