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!

Woman frustrated, holding tax forms, seated with laptop.

Tax Season Without the Stress: What to Prepare Before You File

By Andrea Ward and Matt Ward • January 23, 2026
Tax season doesn’t have to be stressful. Learn exactly what to prepare before filing to reduce errors, lower taxes, and avoid last-minute panic.
People in an office shaking hands at a table, smiling. Kitchen area in the background.

Why Setting Financial Goals Isn’t Enough—and How to Build a Scalable Wealth Plan

By Andrea Ward and Matt Ward • January 9, 2026
Financial goals alone don’t build wealth. Learn how a scalable, tax-aware wealth plan creates clarity, resilience, and long-term growth.
Business meeting: a person writes on a whiteboard while colleagues observe around a table in a wood-paneled room.

Year-End Stock Option Moves: Tax Planning for Executives and Equity-Comp Employees

By Andrea Ward and Matt Ward • December 26, 2025
Before December ends, review stock options, RSUs, and equity compensation to avoid tax surprises and missed planning opportunities.
Person in suit pointing at documents on a table, holding a pen.

The Business Owner’s Year-End Toolkit: Entity Optimization, Retirement Design, and Succession

By Andrea Ward and Matt Ward • December 12, 2025
A strategic year-end guide for business owners on entity optimization, retirement design, and succession planning to strengthen cash flow and long-term value.
Black envelope filled with twenty-dollar bills, surrounded by scattered US currency.

Gifting Ahead of the Sunset: Tax Advantages of Transferring Wealth to the Next Generation

By Andrea Ward and Matt Ward • November 21, 2025
Learn how gifting before the estate tax sunset can protect your wealth, reduce taxes, and strengthen your family’s long-term financial future.
Person's hands clasped near a laptop displaying stock market charts, with a calculator and coffee cup.

Turn Market Losses into Tax Wins: Smart Year-End Harvesting Strategies

By Andrea Ward and Matt Ward • November 7, 2025
Use year-end tax-loss harvesting to offset gains, cut taxes, and strengthen your portfolio — all with strategic planning from Aligned Wealth Advisors.
Man writes in notebook, coins and piggy bank on desk, dimly lit room.

Year-End Income Shifting: Tax-Smart Moves for Families and Business Owners

By Andrea Ward and Matt Ward • October 24, 2025
Discover how strategic year-end income shifting can lower taxes and boost savings for families and business owners. Plan smart, finish strong.
Cash, calculator, notepad, and pen on a white surface, suggesting financial planning.

Q4 Cash Flow Tuning: What to Cut, Where to Invest, and How to Track Real ROI

By Andrea Ward and Matt Ward • October 10, 2025
Optimize Q4 cash flow: reduce waste, invest smartly, and track ROI for financial clarity and stronger year-end performance.
Woman in blue blazer calculating taxes, documents & laptop on desk.

The 13-Week Cash Flow Forecast: A Q4 Setup Guide for Business Owners

By Andrea Ward and Matt Ward • September 26, 2025
Master your cash flow in Q4 with a 13-week forecast. Plan ahead, avoid surprises, and protect your business finances with actionable insights.
Woman smiling, lying on a white surface covered in US currency.

The Psychology of Wealth: How Behavior Impacts Long-Term Financial Success

By Andrea Ward and Matt Ward • September 12, 2025
Discover how mindset and behavior shape long-term wealth. Learn habits, biases, and strategies for building financial success with purpose.
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