Forteris WealthForteris Wealth

Wealth Management in Armonk, NY & Dallas, TX

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Topic: Retirement Planning

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 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 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
Categories Our Insights YouTube Videos

Tax Strategies During Low Income Years

  The unfortunate reality of the COVID-19 pandemic, and ensuing economic shutdowns, is that many Americans have found themselves without a...
Posted on July 7, 2020 July 7, 2020
Categories Our Insights Podcast

He Said, She Said Podcast – Episode 64 – Best Quarter Since 1987

The last time the Dow had a quarter this strong, Cheryl and Jay were in college – don’t do the math. Also big news about RMDs – you can now easi...
Posted on July 2, 2020 July 2, 2020
Categories Our Insights Podcast

He Said, She Said Podcast – Episode 62 – Your 401(k) Plan is Changing

Many companies are cutting the matching component and private equity investments could be an option soon (GULP!). The S&P recovered the full year...
Posted on June 11, 2020 June 11, 2020
Categories Blog Our Insights

I lost my job and I had a 401(k) loan, now what?

On Friday, as most have heard by now, the labor department reported a record number of jobs lost.  During April, approximately 20.5 million Americans...
Posted on May 12, 2020 May 21, 2020
Categories Blog Our Insights

Time to consider a Roth Conversion

Last week, we saw the equity markets have one of their best weeks on record, however, overall, equities across the globe are still down substantially...
Posted on April 14, 2020 May 21, 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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