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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!

Thursday, July 27, 2023

For many young adults, the idea of saving and investing for the future is easier said than done. It's a challenge to contemplate retirement when you are young and your focus is on starting a career rather than ending one.

Wednesday, June 28, 2023

The approach of a milestone birthday is a reminder that, as life changes, so do your needs and circumstances. Here are 11 targets to hit to be ready to enjoy the upcoming decades!

Tuesday, June 13, 2023

If you’re in your 20’s, you’re probably enjoying the greatest freedom you’ll ever know. Perhaps you’ve graduated from college and moved on to the next stage of your adult life.

Wednesday, June 7, 2023

The average American 65 years of age and up earns an annual pre-tax income of $55,335, and that same group spends $52,141 yearly, or $4,345 a month, according to the Bureau of Labor Statistics (BLS).That income doesn’t...

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...

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.

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...

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...

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...

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...

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...

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...

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...

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,...

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...

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...

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....

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....

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...

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...

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...

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...