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Financial Update

When to Cash In and When to Double Down

Submitted by Bellwether Wealth on February 23rd, 2018

If you’re like us at Bellwether Wealth, you’re always on the lookout for the next opportunity to grow your financial reserves. And that’s a great quality to have when the objective is to solidify your financial future. But, before you think about cashing in, consider an alternate approach; investing in a securities-backed line of credit.

Tags:
  • Debt
  • Financial Update
  • Investments
  • securities-backed line of credit
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Tax Season Is Upon Us

Submitted by Bellwether Wealth on January 24th, 2018

With Tax Season upon us, the stress of gathering important tax items is rearing its head. Now is the time to scramble to put your documents together for your tax preparer, or, if you file at home, rummaging through for your receipts, W-2’s, and 1099 forms. The silver lining in all this?

Tags:
  • Financial Update
  • Investments
  • Savings
  • Taxes
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June Brides & Financial Ties

Submitted by Bellwether Wealth on June 30th, 2017

With summer comes wedding season – a time full of bliss and excitement for newlyweds-to-be. However, merging two lifestyles, backgrounds and bank accounts can put unneeded stress on a bride and groom if they fail to talk through important issues like these in advance of the big day.

Tags:
  • Financial Update
  • Investments
  • Marriage
  • Savings
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Bellwether is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do no provide tax or legal advice.

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