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Wealth Management & Financial Services in Santa Rosa, California
Wherever you are in life, you likely have financial goals but are uncertain how to pursue them. How can you build your wealth without taking too much risk? Can you afford to send your child to college and save for retirement simultaneously? How can you pay off debt while maintaining a healthy cash flow?
At Innovative Wealth Solutions, we understand how overwhelming investing and wealth management can seem if you aren’t intimately familiar with the options available and the opportunities most suited for your situation. Our mission is to serve as a trusted guide, offering advice and education aimed to help you not only pursue your objectives, but also feel empowered to confidently make decisions and stay on the right track as you experience life’s many milestones.
We work with clients in all stages of wealth, from Millennials just launching their careers and growing families to seasoned professionals and retired couples. Wherever you are on your financial path, we can help you stay on track and pursue your goals. Based in Santa Rosa, California we work with clients throughout northern California, including the greater San Francisco and Sacramento areas, as well as Oregon, Florida, Minnesota, and Georgia. Contact us today to take the first step on your financial path.
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Helpful Content
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For some, the social impact of investing is just as important as the return, perhaps more important.
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Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
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If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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The examples of famous celebrities underline the need for a clear estate strategy.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
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See how the purchasing power of a dollar has changed over time due to inflation.
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Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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See how long your current savings might last if a disability interrupted your income.
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Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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Work backwards from your savings goal to find the rate of return you'd need to get there.
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Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
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How will you weather the ups and downs of the business cycle?
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Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
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This short video illustrates the importance of understanding sequence of returns risk.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

