Optimum Wealth Management, LLC

We are in independent RIA based in Georgia. We concentrate on Investment Management and Retirement Planning for Delta Air Line Pilots.

fidelity.com

How much will you spend in retirement? | Fidelity

Hello All,

With several of my clients retired or coming up on retirement I found this to be a very relevant and good article.

Best Regards, Mike

fidelity.com If you know your annual income today as a preretiree, expect to spend between 55 percent and 80 percent of that amount every year throughout retirement. See how housing and health care, and other spending categories change once you retire.

fidelity.com

Tax deductions to consider - Fidelity

Hello Everyone, Here is an informative and timely article regarding taxes. I hope you find it helpful :-).

Best Regards, Mike

fidelity.com The biggest secret to getting the most from tax deductions is planning and recordkeeping. Find out more here.

marketwatch.com

Why new tax rules make Roth accounts better than ever

Here is a good article regarding Roth IRA's and 401k's. The article has a good point regarding the present tax laws.

Best Regards, Mike

marketwatch.com Get money into tax-free vehicles now.

federalreserve.gov

Federal Reserve issues FOMC statement

Below is the statement from the Fed regarding todays' and future interest rate hikes. This is definitely Not what the market wanted to see and as a result sold off today. I'll have further analysis and commentary for my clients tomorrow.

Best Regards,

Mike

federalreserve.gov Information received since the Federal Open Market Committee met in November indicates that the labor market has continued to strengthen and that economic acti

fidelity.com

www.fidelity.com

Wednesday is going to be an important day for the market. Read this article to find out why.

Best Regards, Mike

fidelity.com Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by...

fidelity.com

Roth Conversions: things-to-know - Fidelity Investments

Hello Everyone,

Good article on converting to a Roth IRA. Lots of issues to consider here, so I suggest you read it!

Best Regards,

Mike

fidelity.com Keep taxes, costs, time, and more in mind when considering a Roth IRA conversion when you are in or near retirement.

wealthmanagement.com

Twelve Tips for Filling Out the FAFSA, CSS Profile

Hello Everyone, Here is a god article for those of us with college age kids! Check it out.

Warm Regards, Mike

wealthmanagement.com The main financial aid forms are available Oct. 1. Parents with college-bound kids shouldn’t wait to fill them out.

institutional.fidelity.com

What Will My Savings Cover in Retirement?

Here is another good article regarding retirement planning...check it out :-). Warm Regards, Mike

institutional.fidelity.com Plan for your savings to provide 45% of your pretax, preretirement income.

institutional.fidelity.com

How Much Do I Need to Save for Retirement?

Wondering if you have enough retirement savings built up? Check out this article to get a better idea of where you stand. Best Regards, Mike

institutional.fidelity.com Fidelity's rule of thumb: Save 10x your income by age 67.

forbes.com

Congress Blesses Roth IRAs For Everyone, Even The Well Paid

Hello All,
This is a good video regarding the ability to utilize a Roth IRA as a savings vehicle, especially if you are subject to the "phase out", for your retirement Nest Egg.

forbes.com After the new tax law, Roth IRAs make sense for even more retirement savers because Congress blessed backdoor Roths.

fidelity.com

How Has Tax Reform Changed Deduction - Fidelity

Good brief overview of some of that tax law changes for 2018. Best Regards, Mike

fidelity.com Are you getting ready to file your taxes? As tax season approaches, learn how the GOP tax reform bill has changed tax deductions.

fidelity.com

Market Watch: What's Behind The Market Correction - Fidelity

This is a good read regarding the "correction" this week and increase in volatility. Best Regards, Mike

fidelity.com The stock market has been very bullish over the past year, however market corrections often lead to a pullback. The financial experts at Fidelity weigh in on what is causing this dip in the stock market to help your investment planning decisions.

wealthmanagement.com

Ignore the Gurus

Hello Everyone, I thought this article was very timely given this time of year. There is lots of POOF (Prognostications, Opinions, Outlooks, and Forecasts) in the media these days.
POOF is also what usually happens to your money if you invest your money as these "gurus" suggest. That's why here at Optimum Wealth we are very data driven in our analysis and don't make POOF :-).

wealthmanagement.com Market prognosticators are usually dead wrong. So why do we keep listening?

fidelity.com

Bitcoin primer - Fidelity

I've had several of my clients inquire about Bitcoin and Cryptocurrencies in general.
This article gives a really good overview of what Bitcoin is and some of the risks associated with it.

fidelity.com Bitcoin gets much of the press, but the tech behind it could be the real story.

fidelity.com

Tips for Aging in Place - Fidelity

Hello Everyone, I found this article informative and helpful. We recently dealt with these issues for my Mother-in-Law.
While I was working on my RICP® designation a couple years ago, this is exactly part of what I studied :-).

fidelity.com Most seniors want to stay in their own home and existing community for as long as possible. Here are 5 success factors to know that can help your loved ones age in place and to help ensure that they're living safely and independently.

im.bnymellon.com

Hitting the Economic Sweet Spot in 2018

Here is an interesting 2018 analysis from BNY Mellon. I'm not big on forecasts, but hope you find it helpful.

im.bnymellon.com We use cookies to improve your experience on our websites. By continuing you are giving consent to cookies being used.  Read our online privacy policy To ensure an optimal and secure experience, please upgrade to the latest version of your browser.

fidelity.com

Market Analysis: Driving Financial Factors In The 2018 Stock Market - Fidelity

This is a good article on the 2017 stock market and expectations for 2018. I encourage you to check it out!
Hope everyone has a nice 3 day MLK weekend.

Best Regards,
Mike

fidelity.com The stock market performed incredibly well in 2017, but what is to come of the market in 2018? Fidelity's financial experts weigh in on market predictions and analysis for the new year.

fidelity.com

New tax rules - What It Means For Investors - Fidelity

Hello All,

The Tax Reform Bill is now law, so I think you should check out this article.

Happy New Year!

fidelity.com The GOP Tax Plan proposes sweeping changes to Income Tax, Deductions, Estate Tax college savings, some Retirement Rules and more making it the most ambitious reform proposal since the 1980s. Fidelity offers a first detailed look at the House tax proposal and discusses its significance to investors.

go.fidelity.com

Good news...but caution ahead for 2018. Check out this post.

fidelity.com Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by...

institutional.fidelity.com

What Tax Reform May Mean for Investors

Hello Friends, Check out this article on possible ramifications of the proposed tax reforms.

institutional.fidelity.com Lower tax rates could help earnings, especially for US-focused companies.

wallstreetinsightsandindictments.com

The Truth Behind the Tax Cuts We’re Promised Will Determine Our Market’s Future

Hello Everyone :-).
I found this article very interesting and pretty correct. I invite you to check it out...it is a very good read.

wallstreetinsightsandindictments.com From @WallStreetInsightsandIndictments: Don't bother Googling "what tax reforms are Democrats proposing?" There aren't any. Republicans, on the other hand, according...

wsj.com

Where Should You Live in Retirement?

Here is a very thought provoking article on where to live in retirement....I found it very enlightening and interesting.

wsj.com Perhaps the most basic but often ignored: What is it you want to do?

fidelity.com

GOP Proposed Tax Plan - What It Means For Investors - Fidelity

Here is a good summary of the current tax proposal. Hope you find it helpful.

fidelity.com The GOP Tax Plan proposes sweeping changes to Income Tax, Deductions, Estate Tax college savings, some Retirement Rules and more making it the most ambitious reform proposal since the 1980s. Fidelity offers a first detailed look at the House tax proposal and discusses its significance to investors.

youtube.com

Fourth Quarter 2017 Quarterly Market Update with Dirk Hofschire | Fidelity

This a good basic review off this past quarter.

Fidelity’s Asset Allocation Research Team shares with you a few insights on the latest market developments and reviews the third quarter of 2017 in the marke...

fidelity.com

Getting Started on Tax Returns - Fidelity

https://www.fidelity.com/viewpoints/personal-finance/getting-started-on-tax-returns

fidelity.com Getting started early may help make tax filing less stressful and potentially save you some money. Here are seven reasons to get a start on your 2016 tax return now.

fidelity.com

Finding Passion In Philanthropy - Fidelity

https://www.fidelity.com/viewpoints/wealth-management/finding-passion-in-philanthropy

fidelity.com Charitable giving and philanthropic efforts should inspire passion in the giver. This article explains how passion and philanthropy intersect, and what you can do to best prepare financially for charitable donations.

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2033 Cresthaven Walk
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30189-6716
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