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In honor of Financial Literacy month in April, SWP Wealth Advisors shared money lessons they have learned throughout their lives.  In this piece, you will find a compilation of these lessons.

Over the years, we have had the privilege to serve a wide range of professional service providers such as doctors, lawyers, and accountants. Through our work with these professionals, we’ve identified things that make their lives especially unique from a wealth management perspective.

Many of our clients are business owners, and while they each bring their own unique set of circumstances to the table, we often find they have something in common –…

A retirement plan “sponsor” is the individual or entity that manages a retirement plan on behalf of employees. This position comes with a significant amount of responsibility, and it’s natural…

Who can forget the USA Olympic men’s basketball “Dream Team”?  With a roster that included Michael Jordan, Larry Bird, and Magic Johnson, the team of NBA legends blew away the…

In early 2021, I published the article below to help others get their year off to a good financial start.  Since the information below still applies, I’ve decided to reshare…

Dealing with a divorce is hard, and the process can be emotionally draining. However, having a strong support system in place can make things significantly easier to navigate. In my…

Over the years, we have had the privilege to serve a wide range of corporate executives: CEOs, CFOs, COOs, CMOs, Founders, Directors, and VPs, to name a few. These clients…

Today, there are more than 3 million LGBTQ+ Americans over the age of 50, and that number is expected to more than double in the coming decade.[1] Many of these…