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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!

 

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...

 

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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....

 

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...