Our name has changed, but our mission hasn’t! At Transcendent Wealth, we want to be your go-to resource to help you make confident decisions through every stage of your financial life.
Every family is unique. That’s why it's so important to receive personalized financial advice to help your family achieve your goals.
AMERIPRISE.COM
How non-traditional families can help ensure a more secure financial future
Millennials and other generations are using their 401(k)s to cover costs during the current recession. While Congress temporarily waived some of the costs of early withdrawals, accessing these accounts could still have long-term consequences on your retirement goals.
TIME.COM
Millennials Are Sabotaging Their Retirement Savings to Cope With The Pandemic
Creating solid money habits early can make it second nature for kids when they are older. What lessons would you add to the list?
CNBC.COM
5 crucial financial lessons for kids of all ages
If you could share one tip with the next generation, what would it be?
For those that are not aware, Transcendent Wealth is now on Twitter! Follow our account @TranscendentPWA and share with friends and family for more ways to stay connected. We will also be sharing special #Tedisms (Ted’s inspirational quotes and pieces of wisdom) on our Twitter account only.
#Tedism sneak peek: “Cash flow is king”
TWITTER.COM
Transcendent Wealth (@TranscendentPWA) | Twitter
From long-term care insurance to a health-savings account, we can explore numerous options to protect your income and retirement savings, even if illness or injury results in unexpected expenses.
AMERIPRISEADVISORS.COM
Planning for unexpected medical costs
If you’d like your finances to reflect your passions or causes -- racial equality, sustainability, animal welfare or others -- here are 5 ways to be a socially conscious consumer and financial activist.
MSN.COM
5 Ways to Be a Socially Conscious Consumer and Financial Activist
If your employer elects to temporarily defer payroll taxes, you will see higher take-home pay through the end of 2020 then lower in early 2021. Thinking of this as a short-term loan can help avoid cash flow concerns in the new year.
FASTCOMPANY.COM
What you need to know about the payroll tax deferral
As work and home life blurs together, it can be difficult to set boundaries. Here are some ideas on how to make the transition from a novice remote worker and recognize what makes you productive. What tips would you add to the list?
THESTREET.COM
It's Time to Start Working From Home Like a Pro
Identity theft. Phony contact tracing. Learn how to avoid these and other COVID-19 fraud attempts and what to do if you’re a victim.
NEXTAVENUE.ORG
Real or Fake? How to Spot COVID-19 Scams
Join us in wishing Ted a BIG happy birthday! Thank you for your wise #Tedisms throughout the years, and all you do to help your clients, team, family & friends achieve their goals. Your leadership and dedication are truly unmatched. Cheers to your special day and many more ahead!
When there’s uncertainty in the market, we can help you make the next right move.
If you’re signing up for next year’s workplace benefits, now is the best time to develop a strategy for increasing your savings. Let's connect and discuss your options.
CNBC.COM
These are your 2021 401(k) and IRA contribution limits
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
A year from now, you’ll be glad you remained focused on your long-term goals today. We’re here to help you stay on track.
When the stock market fluctuates, it’s natural to feel uncertain about your portfolio. We can provide personalized advice and portfolio recommendations to support your financial goals throughout all market cycles.
Happiest of birthdays to Ben! We are so grateful to have you on our team. Your knowledge, experience, and dedication to our clients has been exceptional and will help us continue to grow and make a difference in more people’s lives. Enjoy your special day!
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
Pay down debt or save? We can help you make choices that reflect your goals, financial situation and risk tolerance.
AMERIPRISEADVISORS.COM
4 considerations for savings and debt
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
