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.

SAVE THE DATE!  EWM WEBINAR/CONFERENCE CALL

Thursday, February 16, 2012 at 6:00 p.m. - Stay tuned for further details.

New for 2012 - quarterly webinars/conference calls for current Private Investment Management (PIM) clients only!  We hope you'll join us for the first of four webinars/conference calls in 2012.  These events are just another way we strive to keep PIM clients up-to-date.  Our own Portfolio Consultant, Shawn Berwager, will review our portfolio strategy along with current economic conditions.  In addition, Steve Economopoulos, Managing Principal & PIM Portfolio Manager, will provide general tax considerations for your portfolio for 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

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Newsletters

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

More Newsletters →