WYATT COLEMAN @ATailoredMethod
Proud agent with New York Life Insurance Company specializing in Family finance, retirement and estate planning. I am not licensed in all jurisdictions. weareatm.com Dallas TX Joined August 2009-
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To maximize Social Security benefits, you need to choose the claiming strategy that best fits your goals. eaglestrategies.com/public_files/M…
Will you have enough income to cover your needs in retirement? Plan ahead to help cover any income gap. eaglestrategies.com/public_files/D…
Did you know that in 2024 you will be able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan for your child’s education. eaglestrategies.com/public_files/F…
Did you know that in 2024 you will be able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan for your child’s education. eaglestrategies.com/public_files/F…
Roth accounts can provide you with a tax-free source of income during retirement but they’re also valuable for account beneficiaries. Learn more about Roth conversions and how to use them in your estate planning strategy. bit.ly/3ESvZfn
Do you know that millennials are expected to inherit more than $68 trillion dollars in the coming years? As this article points out, that would make them the wealthiest generation in American history. bit.ly/3Lc0Wi2
Learn more about what’s currently shaping the markets. eaglestrategies.com/public_files/E…
Here are a few tactics you should consider to help your business navigate economic volatility. bit.ly/3QyiHvu
This article explores the difference between short-term and long-term financing for your business and which one may be the best option depending on your needs and goals. bit.ly/3OpizMc
Life is unpredictable, and unexpected expenses can come up at any time. Use this emergency fund calculator to determine how much you’ll need to help give you peace of mind and financial security during difficult times. bit.ly/3QuE1lT
Here’s what you need to know about the Roth 401(k) to help you decide if it’s the right choice for your retirement savings. yhoo.it/3Ypz7bK
Holding cash isn’t going to help you build or preserve wealth over time. But if you’re setting aside money for an upcoming expense, here’s how you can use the yield curve to your advantage to optimize cash returns. bit.ly/3NdvEYl
This article discusses the role of Family Offices and how they can preserve wealth and facilitate wealth transfer from generation to generation. bit.ly/3N1uqPY
This article explores what happens when a Roth IRA owner passes away, and what inheritors must do to avoid penalties. bit.ly/3OLdWOi
50% of high schoolers failed a national financial literacy test, according to a study by the National Financial Educators Council. Here is a list of guidelines and actions to help the young adults in your life build their financial knowledge. bit.ly/3IIgnNJ
Financial experts share seven personal finance rules that you may blindly follow and why it’s okay to bend or even break them. on.mktw.net/43rL2XB
If you’re looking for other ways to grow your wealth, these five options can deliver compelling returns on your investment. bit.ly/3MTDIic
Have you taken a test run on your retirement? If not, here’s why you should take time off to see if your plans live up to your expectations. on.mktw.net/3BV8jWq
Tax professionals are seeing more taxpayers dealing with estate and trust taxes. This article highlights what you need to know about trust, the two types of trust, and trustees tax filing obligations. yhoo.it/3oXTtv1
Financial literacy efforts tell you how to establish healthy financial habits but they’re failing to change behaviors. Learn what experts find more conducive to good economic outcomes for you. bit.ly/3ngbLaf
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