Forteris WealthForteris Wealth

Wealth Management in Armonk, NY & Dallas, TX

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Topic: Retirees & Pre-Retirees

Categories Blog Our Insights

2021 Financial Resolutions

‘Tis the season for New Year’s resolutions.  While losing weight and eating healthier usually top the list of New Year’s resolutions, we want t...
Posted on January 4, 2021 January 4, 2021
Categories Blog Our Insights

Top 3 Things to Know When Signing up for Medicare

Are you turning 65?  Wondering about Medicare benefits?  These decisions may seem complex and can impact many different aspects of your financial si...
Posted on November 9, 2020 November 9, 2020
Categories Blog Our Insights

Top 3 Things to Know this Medicare Season

The Medicare annual election period begins on October 15th and goes through December 7th.  During this time, Medicare recipients are faced with many...
Posted on October 20, 2020 October 20, 2020
Categories Our Insights YouTube Videos

MEDICARE: What to Do & What to Avoid!

The annual election period for Medicare begins October 15th and runs through December 7th.  If you are age 65 or older you should consider your optio...
Posted on October 13, 2020 October 13, 2020
Categories Blog Our Insights

What could a Biden or Trump Presidency mean for the stock market?

We are now less than a month away from election day.  The two candidates are polar opposites when it comes to both their personalities and their poli...
Posted on October 6, 2020 October 6, 2020
Categories Blog Our Insights

The Fed Decided to Keep Interest Rates Low – So What?

In his speech on Wednesday, Fed Chairman Jerome Powell vowed to keep interest rates low for several years while the economy continues to recover from...
Posted on September 22, 2020 September 22, 2020
Categories Media Appearances Our Insights

Forteris in the Media: Big Social Security Mistakes Clients Make

Claiming Social Security benefits can be complex.  Should you claim as early as possible?  Should you wait until your “Full Retirement Age”?  O...
Posted on September 18, 2020 September 18, 2020
Categories Blog Our Insights

3 COVID-19 Financial Habits to Keep

The drastic economic impacts of COVID-19, and ensuing quarantine, spurred many of us to form some new habits. While quarantine snacking and Netflix bi...
Posted on September 14, 2020 September 15, 2020
Categories Blog Our Insights

How much do you need to retire?

How much do you need to retire?  A recent study done by Charles Schwab Retirement Plan Services earlier this year revealed that Americans believe the...
Posted on August 25, 2020 August 25, 2020
Categories Blog Our Insights

What to do with that old 401(k)?

As reported on Thursday, continuing jobless claims still stand at over 18 million.  With many people getting laid off due to the COVID-19 pandemic, o...
Posted on July 14, 2020 July 14, 2020
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Recent Blog Posts

  • January 14, 2021He Said, She Said – Episode 89 – Attack on the Capitol
  • January 4, 20212021 Financial Resolutions
  • December 23, 2020He Said, She Said – Episode 87 – Stimulus Round 2 – Finally
  • December 22, 2020Stimulus Part II – What it means for you
  • December 16, 2020He Said, She Said – Episode 86 – Dr. Jill Biden

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Latest Insights

  • He Said, She Said – Episode 89 – Attack on the Capitol January 14, 2021
  • 2021 Financial Resolutions January 4, 2021
  • He Said, She Said – Episode 87 – Stimulus Round 2 – Finally December 23, 2020

 

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Contact Us

New York Office:
200 Business Park Drive, Suite 211
Armonk, NY 10504
(914) 696-5300

Dallas Office:
13155 Noel Road, Suite 830
Dallas, TX 75240
(972) 777-6910


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