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How did a year of ordering-in and online shopping change payment apps? Not all virtual spending is created equal… It's a battle of transaction fees! We’ve rounded up 7 of the top spending apps so you can be sure you’re using the one that’s right for you.
Blog

The World Is Embracing Virtual Spending: Which Payment App Is Right For You

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Financial Planning
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It seems like when summertime hits, time slows down. The hustle and bustle of the holiday season is over, the taxes are complete and the vacation days are scheduled. If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this opportunity to check in on your family’s finances.
Blog

Your 8-step Summer Financial Check Up

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Financial Planning
At Wealthquest, we’re committed to being industry pioneers in service to our clients. That’s why the model in which we serve our clients is completely different from most other wealth management firms in the industry.
Blog

Our “All Under One Roof” Approach – & Why It Matters for You

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Estate planning is a process of protecting your assets and transferring them to your beneficiaries in an efficient and tax-saving manner. Planning for what happens after you pass away can also include intangibles, such as key-values you want to imprint on the next generation. The bottom line is you should have a plan in place for all of it.
Blog

Estate Planning 201 – Advanced Strategies

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Estate Planning
Estate planning is a vague topic; at its core, it is simply a collection of legal agreements created to organize your property and assets in addition to conveying your intentions if you become incapacitated (or when you pass away.)
Blog

Estate Planning: The Basics

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Estate Planning
The tax season is officially here. If you haven’t already, now is the time to get prepared. Whether you meet with a tax professional or prepare your taxes yourself, proper planning helps the process go smoother and may reduce the risk of costly errors.
Blog

Your Tax Filing Season To-do List

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Tax Planning
Retirement can be a whirlwind of emotions. Even though I am not currently retired, I have walked many clients through this and planned with folks for years to prepare them for it and have then watched them take the leap.
Blog

Retirement Planning During High Inflation

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Financial Planning
The financial field is packed full of special terms, abbreviations and concepts many people don’t come across day to day. It can be tough to differentiate between concepts when you’re someone simply looking to make the best financial decisions for you and your family. But when it comes to your money, you always want to be in the know.
Blog

Glossary Of Financial Terms: 15 Must-know Definitions

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Financial Planning
January is Financial Wellness Month, a time to remind people to plan and update their financial strategy. It’s a great time to connect with your financial professional to discuss your financial situation and aspirations for their future.
Blog

New Year’s Financial Goals

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Financial Planning
Discover simple yet effective money-saving strategies that you can easily implement into your daily life. Whether you’re looking to save money to put towards your student loan debt, mortgage, or simply want to cut off your unnecessary spending, you can easily automate, cut, and revamp your way to savings.
Blog

Top 5 Money Saving Strategies

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Financial Planning
With inflation reaching levels that many have never seen before and some companies losing ¾ of their values, this year has been unprecedented. For some, this year has been as complicated as learning a new dance. Did you leverage the job market to get a new job or were you laid off due to the economy? That’s one step. Did you retire? There’s another step. Did you have to “un-retire”? There’s a twirl.
Blog

2022 End-of-year Money Moves

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Financial Planning
We often speak to our clients about the importance of being generous. In a way, it’s a pure connection we all have as humans. Helping each other naturally brings joy. There are many proven studies that generous people are happier and healthier. There are even a few studies that suggest that generosity can extend longevity.
Blog

Generosity Planning

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Financial Planning
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Podcast
24 // Married & Retiring: Facing Common Challenges in a Transitional Season
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Podcast
23 // Death and Taxes Recap (Taxes)
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Podcast
22 // Death and Taxes Event Recap (Death)
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Podcast
21 // RMDs & QCDs
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Podcast
20 // Social Security Considerations
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Podcast
019 // Generosity and Deductible Giving - Part 3
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Podcast
018 // The Power of Strategic Giving to Individuals - Part 2
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Podcast
017 // US Retirement System Report Card
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Podcast
016 // What Motivates Generosity? - Part 1
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Podcast
013 // Index Funds, Robo Advisors, or Hiring a Firm?
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Podcast
015 // Should I Buy a New Home Now, Or Wait It Out?
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Podcast
014 // Open Enrollment: 5 Key Considerations
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“What Do You Want FROM Christmas?”: A Workshop Recap
Webinar
“What Do You Want FROM Christmas?”: A Workshop Recap
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What You Need To Know About Deaths and Taxes
Webinar
What You Need To Know About Deaths and Taxes
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Safeguarding Your Digital Life
Webinar
Safeguarding Your Digital Life
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Preparing The Next Generation To Steward Wealth
Webinar
Preparing The Next Generation To Steward Wealth
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Financial Planning
Advanced Estate Planning
Webinar
Advanced Estate Planning
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Estate Planning
The 7 Costliest Mistakes Families Make
Webinar
The 7 Costliest Mistakes Families Make
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Financial Planning
How To Retire Stronger
Webinar
How To Retire Stronger
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Financial Planning
Investing The Wealthquest Way
Webinar
Investing The Wealthquest Way
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Investment Management
Painless & Proactive Tax Planning
Webinar
Painless & Proactive Tax Planning
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Tax Planning
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Financial Advisor Reacts To Tiktok Advice On Marriage And Money
Video Post
Financial Advisor Reacts To Tiktok Advice On Marriage And Money
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Financial Planning
Financial Tips With A Holiday Twist: Part 2
Video Post
Financial Tips With A Holiday Twist: Part 2
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Financial Planning
Financial Tips With A Holiday Twist
Video Post
Financial Tips With A Holiday Twist
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Financial Planning
Financial Advice We Are Thankful For
Video Post
Financial Advice We Are Thankful For
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Financial Planning
Inflation Reduction Act: What You Should Know
Video Post
Inflation Reduction Act: What You Should Know
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Financial Planning
Scary Tax Advice
Video Post
Scary Tax Advice
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Tax Planning
Roth V Traditional
Video Post
Roth V Traditional
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Financial Planning
How Much Should I Save?
Video Post
How Much Should I Save?
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Financial Planning
The Importance Of Rebalancing
Video Post
The Importance Of Rebalancing
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Investment Management
Get The Most Out Of Your Life
Video Post
Get The Most Out Of Your Life
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Financial Planning
Health Savings Accounts (Hsa’s)
Video Post
Health Savings Accounts (Hsa’s)
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Financial Planning
How High Earners Can Save Their Way To A Tax-efficient Retirement
Video Post
How High Earners Can Save Their Way To A Tax-efficient Retirement
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Tax Planning