Preferred Wealth Advisors is dedicated to educating our clients and providing opportunities to deepen their knowledge. Frequently, we will post new content that we feel our clients would benefit from.
Happy reading!
Monday, March 13, 2023
It's here! The most highly anticipated college sporting event of the year kicks off soon. With so many about to tune in, the team here at PWA thought we would provide the fun facts and stats to help you master that perfect bracket!
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Thursday, March 9, 2023
The dream of a secure retirement, college funding, or a vacation home may be the financial “prize” you’re keeping your eyes on. But it’s hard for investors, even seasoned ones, to stay focused in the face of market volatility...
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Thursday, March 2, 2023
It's that time of year again, it's Tax Time! Take a look at the video below from Cyndi and Derek as they offer some useful ideas and strategies for your 2022 tax season.
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Monday, August 9, 2021
Professional Cooler Packing It may seem silly, but there’s an art and a science involved in packing a cooler to keep it cold inside. To keep your food safe and your guests happy, here are some tailgating tricks and tips for the...
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Monday, July 12, 2021
We hope you never experience a devastating disaster, but if you do it’s best to be prepared! Lately, we have been seeing more severe weather trends around the world, so it is important to be alert and aware of the tools for...
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Monday, June 28, 2021
According to industry experts, most people don't have enough life insurance. LIMRA, which keeps close tabs on the industry, recently reported that average coverage equals $163,000, which is equivalent to approximately 3.5 years in...
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Monday, June 14, 2021
Here at PWA, we know that everyone is always looking for ways to be more efficient with their money. Now that summer’s here, staying cool can make electricity bills skyrocket, so here are some strategies to help keep cool and...
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Monday, May 24, 2021
Parents are often amazed when their children finally become adults. Turning 18 is a celebratory milestone, and no doubt the experience will leave you wondering how the years flew by so quickly. And even though your child will always...
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Monday, May 10, 2021
The desire to travel is the most common goal for our clients. Let’s make sure your savings and hard work let you get away – to enjoy somewhere new, decompress, or just go on an adventure! GENERAL MONEY SAVING TIPS: Some of...
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Monday, April 26, 2021
We always hope our clients feel confident discussing money with their families. The truth is, talking about money can be uncomfortable! Where do you begin? What’s the right age? The good news is, it’s never too early to...
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Monday, April 12, 2021
While some of us are finally headed back to the office, there are many who are opting to or have been assigned to work from home indefinitely. This can be a huge transition that can have effects professionally but also physically,...
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Monday, March 8, 2021
As March Madness approaches, bracket selection seems to be the hot topic of discussion among friends, teammates, at the office… almost anywhere you look, you can find a competitive NCAA basketball pool to play in. We are even...
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Friday, February 12, 2021
It’s here- the most commercialized holiday of the year! Whether you’re celebrating with a significant other or your group of girl friends, the pandemic might impact how you would normally celebrate. If you’re...
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Tuesday, January 12, 2021
Every new year represents a new beginning for many people. And with that new beginning comes some new goals to accomplish over the next year or two. Big or small, setting and reaching your goals can bring a sense of accomplishment....
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Monday, December 21, 2020
Between the Holiday season and the COVID-19 pandemic, there have been a recent surge in scams. The following information will help you better identify scammers to avoid the situation. Here is a helpful overview of general scam markers....
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Monday, December 14, 2020
In the year 2020, the word “Zoom” has become the biggest buzzword. I bet I say it at least 20 times a day; it’s even been made into a verb- “I just Zoomed”! But the monotony of Zoom meetings can sometimes...
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Sunday, November 22, 2020
As someone who is incredibly sentimental and loves reflecting on memories, Thanksgiving is always my favorite holiday every year. I have so many favorite traditions that, like everything else, aren’t going to happen the way they...
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Monday, November 9, 2020
While I am new to Preferred Wealth Advisors, I think many of you might have seen me running around at a client event or party in the past 22 years of my life. And if you’ve met me before, you probably got the sense that I am a...
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Monday, October 12, 2020
In such a digital age, monitoring your finances and staying informed is easier than ever! But there are so many apps out there, how do you know which ones are the best? I have compiled a list of some of my favorite finance apps to help...
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