Palladium Wealth Management

We also have meeting rooms all around DC, MD and VA. Call us to arrange a meeting near your home or office!

We are in the business of helping our clients work towards meeting all their financial challenges. We do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success. Our goal is to work towards helping you invest conservatively, reduce your exposure to taxes and meet your insurance needs, and it provides a plan to successfully transfer your wealth to your children and grandchildren. Among our financial offerings are: Managed Accounts - fee-based portfolio management Portfolio Analysis - evaluate performance and adjust as needed Estate & Wealth Preservation Planning Long Term Care - provide for costly health issues College Funding - to give your kids a good head start Insurance Planning - to secure your family's future needs

Mission: We provide individualized advice and services to help affluent individuals and small business owners plan for the future, manage risk, work to accumulate & preserve personal wealth, retire comfortably and create wonderful legacies.

[06/14/17]   Palladium has a new staffer, Lynette Zeiders, who brings lots of great customer service experience and positive energy to our team. Welcome, Lynette!

www.palladiumwealthmanagement.com

How Income Taxes Work

Taxes too high? People turn to tax pros at tax time. #IncomeTax

www.palladiumwealthmanagement.com A quick look at how federal income taxes work.

www.palladiumwealthmanagement.com

Succeeding at Business Succession

Business owners should consider a succession plan sooner rather than later.

www.palladiumwealthmanagement.com There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

www.palladiumwealthmanagement.com

The Power of Compound Interest

Ben Franklin used compound interest to make big contributions to his two favorite cities.

www.palladiumwealthmanagement.com Learn how to harness the power of compound interest for your investments.

www.palladiumwealthmanagement.com

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams

www.palladiumwealthmanagement.com Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

www.palladiumwealthmanagement.com

Are Alternative Investments Right for You?

Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments

www.palladiumwealthmanagement.com With alternative investments, it’s critical to sort through the complexity.

finance.yahoo.com

Should woman go on $10 bill or $20 bill?

Do we replace Jackson's portrait on $20 bill with a woman who represents the struggle for racial equality? http://ow.ly/4n17Iz

finance.yahoo.com WASHINGTON (AP) — Should Andrew Jackson, America's seventh president, be worried? Is it true that his days on the $20 bill may be numbered?

www.palladiumwealthmanagement.com

Are Women and Financial Strategies a Mismatch?

Why do women avoid creating a financial strategy?

www.palladiumwealthmanagement.com Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

www.palladiumwealthmanagement.com

What Do Your Taxes Pay For?

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax

www.palladiumwealthmanagement.com Here's a breakdown of how the federal government spends your tax money.

www.palladiumwealthmanagement.com

Buying Auto Insurance For Teen Drivers

What every parent needs to know about insuring his or her #teen #driver. #insurance

www.palladiumwealthmanagement.com Tips on insuring your teen driver.

www.palladiumwealthmanagement.com

Certain Uncertainties in Retirement

Retiring? Remaining flexible may help you meet the challenges of uncertainty.

www.palladiumwealthmanagement.com The uncertainties we face in retirement can erode our sense of confidence.

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How to Make the Tax Code Work for You

As you learn more about how it works, you may be able to put the tax code to work for you. #IncomeTax

www.palladiumwealthmanagement.com When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

www.bna.com

401(k) Plans’ Inefficiency Struggles Will Grow

401(K) PLANS’ INEFFICIENCY STRUGGLES WILL GROWhttp://www.bna.com/401k-plans-inefficiency-b57982067698/

www.bna.com We have all
seen proud parents and frustrated parents.
Relatable, right? Imagine the
feeling of having a 35-year old that has not yet matured...

www.palladiumwealthmanagement.com

Retiring the 4% Rule

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

www.palladiumwealthmanagement.com A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

www.palladiumwealthmanagement.com

Keep Your Umbrella Handy

Do you need umbrella insurance? Find out more. #LiabilityInsurance

www.palladiumwealthmanagement.com Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

www.palladiumwealthmanagement.com

What If You Get Audited?

Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit

www.palladiumwealthmanagement.com The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

www.palladiumwealthmanagement.com

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment
returns. #inflation #investment

www.palladiumwealthmanagement.com Even low inflation rates can pose a threat to investment
returns.

www.palladiumwealthmanagement.com

Making Sense Of A Home Warranty

A #homewarranty may make sense, but you need to set proper expectations.

www.palladiumwealthmanagement.com Understanding the value of a home warranty.

www.palladiumwealthmanagement.com

What is the Value of Your Business?

Valuation is important for business succession, estate taxes and
even qualifying for a loan.

www.palladiumwealthmanagement.com Ascertaining the value of your business is important for a variety of reasons.

www.palladiumwealthmanagement.com

Making Your Tax Bracket Work

Want to manage your taxable income?

www.palladiumwealthmanagement.com Have you explored all of your choices when it comes to managing your taxable income?

www.palladiumwealthmanagement.com

Get Paid for Going Green

If you opt to go green this year, there may be tax breaks available #GoGreen

www.palladiumwealthmanagement.com Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

www.palladiumwealthmanagement.com

And the Executor Is

Here are a few key factors to consider when naming an executor for your estate.

www.palladiumwealthmanagement.com The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

www.palladiumwealthmanagement.com

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social
profiles, and online accounts?

www.palladiumwealthmanagement.com If you died, what would happen to your email archives, social profiles and online accounts?

money.cnn.com

U.S. gender pay gap is getting worse

U.S. gender pay gap is getting worse !
http://ow.ly/ZOb9N

money.cnn.com It will take 118 years for the economic gap between men and women to close, the World Economic Forum said in its latest Global Gender Gap report.

www.palladiumwealthmanagement.com

Revising Estate Strategy Assumptions

After a bit of a roller-coaster ride, many are reconsidering their estate strategies. #estateplanning

www.palladiumwealthmanagement.com Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

www.palladiumwealthmanagement.com

Critical Estate Documents

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

www.palladiumwealthmanagement.com Sound estate management includes creating financial and healthcare documents. Here's an inside look.

www.palladiumwealthmanagement.com

Should You Invest in Exchange Traded Funds?

There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs

www.palladiumwealthmanagement.com There are hundreds of ETFs available. Should you invest in them?

www.palladiumwealthmanagement.com

Is a Variable Annuity Right for Me?

Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement

www.palladiumwealthmanagement.com Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

www.palladiumwealthmanagement.com

The Fed and How It Got That Way

[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy

www.palladiumwealthmanagement.com A quick history of the Federal Reserve and overview of what it does.

fa-mag.com

Women Retirees More Likely To Be In Poverty, Study Says

IMPORTANT ISSUE: Women Retirees More Likely To Be In Poverty http://ow.ly/YXp3A

fa-mag.com Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive...

wealthmanagement.com

Ten Charts to Watch for Signs of Financial Market Stress

Ten Charts to Watch for Signs of Financial Market Stress
http://ow.ly/YXs8w

wealthmanagement.com Here are 10 charts investors can watch for warning signs of increasing market turmoil, stress in the banking system and investor flight to safety.

forbes.com

Does Your 401(k) Stink? Four Easy Questions to Ask

How's Your 401(k)? Four Easy Questions to Ask--Improve the program you have. What you need to know:
http://ow.ly/YIVyj

forbes.com It's never obvious what makes a 401(k) plan good or bad. Here are some questions to ask.

www.palladiumwealthmanagement.com

What Can a Million Dollars Buy You?

What can $1 million buy you?

www.palladiumwealthmanagement.com $1 million in a diversified portfolio could help finance part of your retirement.

financial-planning.com

Don't Be Dogmatic about Portfolio Withdrawals: Retirement Scan

Don't Be Dogmatic about Portfolio Withdrawals: Retirement Scan
http://ow.ly/YXsUx

financial-planning.com Although sequencing is recommended when developing a retirement withdrawal strategy, retirees need to take a more flexible view since their tax...

dailyworth.com

5 Mistakes That Slow Down a Career Change

5 Mistakes That Slow Down Career Change--STOP these five sabotaging thoughts before they turn into ingrained beliefs.http://ow.ly/YXo4U

dailyworth.com Finally making the jump to pursue a new career or business? Avoid these five sabotaging thoughts as you embark on your next chapter.

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10432 Balls Ford Rd. Ste. 300
Manassas, VA
20109
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