Econ Wealth Management

Planning financial strategies to help achieve the goals and dreams of our client

In today's global economy, investing has become more complex.  Investors, faced with an abundance of choices, are demanding expertise, unbiased advice and adherence to the highest ethical standards.  If you're looking for a trusted advisor to help you make informed decisions in a rapidly evolving marketplace, consider what Econ Wealth Management can offer.

We provide investment planning and asset management to a select group of clients with a focus on family, integrity, and an exceptional level of service.

NEWS:

ALZHEIMER'S AWARENESS COFFEE CLUB

Tuesday, February 14, 2012 at 9:30 a.m. - EWM Office

Join us for the first seminar in our 2012 educational series "Wealthy Living: Focusing on What Really Matters in Retirement."  A special guest from the Alzheimer's Association will provide information about detecting the early warning signs of the disease.  We encourage you to bring a guest to learn about this important topic!  Please RSVP by calling our office. 

This event is educational in nature.

EWM'S FIRST-EVER WEBINAR/CONFERENCE CALL (ECONOMIC & PORTFOLIO UPDATE FOR PIM CLIENTS ONLY)

Thursday, February 16, 2012 at 6:00 p.m. - Visit the Portfolio Commentary tab to view the invitation and instructions for joining the event.

Join us for our first-ever webinar and conference call!  This event is just another way we strive to keep PIM (Private Investment Management) clients educated and up-to-date.  Our own Portfolio Consultant, Shawn Berwager, will review current economic conditions along with our corresponding portfolio strategy.  As an added bonus, Steve Economopoulos, Managing Principal & PIM Portfolio Manager, will provide general tax considerations for your portfolio in 2012.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member FINRA/SIPC.  Econ Wealth Management is a separate entity from WFAFN.  Econ Wealth Management does not provide tax or legal advice.

ARE YOU RECEIVING PHONE CALLS FROM THE NUMBER 888-888-8888? 

If customers are suspicious about a request for their personal information that they’ve received through an email, text message, website, by mail or phone, they should call our office directly to verify the request. Clients should never share their mother’s maiden name, Social Security number, bank account numbers, or account usernames and PINs/passwords. Individuals can find tools and resources to help reduce the risk of fraud and identity theft on www.wellsfargo.com under the link called: Visit Our Fraud Information Center. 

 
Calculators

Car Affordability

How much can you afford to pay for a car?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Newsletters

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

More Newsletters →