Wealth Management - Learn at Your Own Pace

Discover how mindset and behavior shape long-term wealth. Learn habits, biases, and strategies for building financial success with purpose.

Structure a portfolio around ESG values without compromising performance. Explore strategies, fund options, and tax angles for meaningful investing.

Learn how to budget for healthcare beyond Medicare with smart HSA strategies, long-term care planning, and tips for handling out-of-pocket costs.

Explore how relocating impacts taxes, retirement plans, and estate strategies—vital for retirees, remote workers, and those seeking financial clarity.

You check your bank account one morning—and suddenly, it’s more full than you ever imagined. Maybe you just received a large inheritance, a generous work bonus, or a surprise payout from a business deal. Whatever the source, sudden wealth can stir up a mix of emotions: excitement, gratitude, maybe even guilt or anxiety.  At Aligned Wealth Advisors, we’ve seen how a windfall can be both a blessing and a challenge. Handled wisely, it can jumpstart your goals and secure your future. Handled impulsively, it can evaporate faster than you think. So, what should you do when a big financial gift or bonus lands in your lap? Let’s walk through the steps.

Explore smart ways couples can plan, save, and manage taxes when income levels differ. Budgeting tips, joint goals, and financial harmony await.

Explore advanced estate planning tools like GRATs, IDGTs, and charitable trusts to reduce taxes and protect multigenerational family wealth.

Learn how to help aging parents financially while protecting your future. Smart budgeting, caregiving tips, and tax strategies to ease the load.

Discover strategies to protect and grow your wealth when exiting your business—from succession planning to minimizing capital gains taxes.