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wise money moves

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Submitted by Victory Wealth Management, Inc. on July 19th, 2021

When thinking about our physical health, it’s common for people to take a holistic approach—that is, we think about ways we can practice being healthy overall, like eating a balanced diet and getting an adequate amount of exercise. Keeping our bodies healthy means improving our quality of life.

Tags:
  • fiduciary
  • Financial Advice
  • financial professionals
  • financial success
  • holistic advice
  • retirement
  • retirement strategies
  • victory wealth management
  • wealth management
  • wise money moves
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A Living Trust Primer

Submitted by Victory Wealth Management, Inc. on May 3rd, 2021

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives.

What is a Living Trust?

Tags:
  • article
  • assets
  • avoid probate
  • beneficiaries
  • death
  • estate
  • estate strategy
  • financial success
  • living trust
  • ownership
  • probate
  • protecting assets
  • retirement
  • trust
  • victory wealth management
  • wise money moves
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Medicare in 2021: Here’s What You Need to Know

Submitted by Victory Wealth Management, Inc. on March 30th, 2021

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs.

Tags:
  • financial success
  • health care costs
  • health care costs 2021
  • medicare
  • medicare 2021
  • medicare benefit changes
  • medicare benefits
  • medicare benefits 2021
  • medicare changes
  • medicare costs
  • medicare Plan A
  • retirement
  • victory wealth management
  • wise money moves
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“Dirty Dozen” Tax Scams to Watch For

Submitted by Victory Wealth Management, Inc. on March 23rd, 2021

Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹

The “Dirty Dozen”

Identity Theft

Tags:
  • Abusive Tax Credits
  • Business
  • Charity
  • identity theft
  • Internal Revenue Service
  • IRS
  • Phishing
  • Security
  • tax
  • Tax Credits
  • tax reduction
  • tax scams
  • Telephone Scams
  • wise money moves
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Should You Retire at the Same Time As Your Spouse?

Submitted by Victory Wealth Management, Inc. on February 24th, 2021

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other.

Tags:
  • debt reduction
  • financial success
  • healthcare
  • retire with your spouse
  • retirement
  • retirement lifestyle
  • social security
  • tax-free growth
  • time to retire
  • victory wealth management
  • when is it time to retire
  • wise money moves
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Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Submitted by Victory Wealth Management, Inc. on January 12th, 2021

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage.

Tags:
  • 20 somethings
  • 401K
  • 401K and IRA
  • 401K plan
  • IRA plan
  • millenial investing
  • millenial savings ideas
  • retirement
  • retirement savings
  • tax breaks
  • tax-free growth
  • victory wealth management
  • wise money moves
  • your money your vision your retirement
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Understanding Exchange-Traded Funds

Submitted by Victory Wealth Management, Inc. on December 1st, 2020

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can give you the best of both worlds. Here are some key things to know about ETFs before investing.

Tags:
  • advantages of ETF's
  • benefits of ETF's
  • ETF
  • ETF Basics
  • ETF investments
  • ETF taxes
  • ETF's
  • exchange-traded funds
  • investing
  • investing options
  • investment options
  • lower cost
  • mutual funds
  • retirement
  • risks of ETF's
  • wise money moves
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3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach

Submitted by Victory Wealth Management, Inc. on November 3rd, 2020

Opinions are free. Advice has value.

When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all, who knows and understands your financial needs and goals better than you? Well, the truth is that a financial professional is far better suited to the task.

Tags:
  • Better than do-it-yourself
  • debt reduction
  • financial advisor
  • financial advisor in China Grove
  • financial advisor in Harrisburg
  • financial planning
  • financial planning in China Grove
  • financial planning in Harrisburg
  • financial professional
  • financial success
  • hire a financial advisor
  • long-term planning
  • market downturn
  • retirement
  • tax planning
  • tax reduction
  • Tax Strategies
  • tax-free growth
  • wise money moves
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Retiring as a Small Business Owner

Submitted by Victory Wealth Management, Inc. on October 22nd, 2020

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over their schedules, career goals and finances. It can be incredibly rewarding to start and own a successful small business. But one thing that many small business owners may not think about is a retirement plan. 

Tags:
  • 401K and IRA
  • diversified retirement plan
  • financial planning
  • financial planning in China Grove
  • financial success
  • IRA plan
  • market downturn
  • retirement
  • retirement needs
  • retiring early
  • Small business
  • small business owner in Rowan County
  • Small Business Owner Retirement
  • unexpected retirement
  • wise money moves
  • young women
  • Read more

Differences between 401K and IRA

Submitted by Victory Wealth Management, Inc. on September 25th, 2020

We know, at times, that retirement decisions can be confusing and there is substantial information surrounding the investment vehicles that can be utilized to reach your retirement goals. We thought we’d send along some information outlining a few of the differences between 401(k)s and IRAs.

Tags:
  • 401K and IRA
  • 401K plan
  • combine retirement accounts
  • financial success
  • IRA plan
  • managing distributions
  • market downturn
  • qualified expenses
  • retirement
  • tax-free growth
  • wise money moves
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Midge Suite-Arnold offers securities, insurance and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC. Certain insurance products offered by Midge Suite-Arnold are independent of FSC Securities Corporation. Tax Preparation Services offered through Victory Wealth Management, Inc., which is not affiliated with FSC Securities Corporation.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against a loss.

The communication is strictly intended for individuals residing the state(s) of AZ, CA, CT, NC, SC and VA. No offers may be made or accepted from any resident outside the specific states referenced.

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