Matt's Two-Minute Investing Insights

Matthew Haertzen Senior Investment Advisor
October 23, 2019 - Article
Making Taxes More Convenient
In the book Gone with the Wind by Margaret Mitchell, Scarlett O'Hara complains, "Death, taxes and childbirth! There's never any convenient time for any of them." Surprisingly insightful, Scarlett declares what we all feel every year as April 15 marches closer...
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
October 08, 2019 - Article
Lifetime Investment Strategies - Stage Three Investing: Retirement
If you are approaching retirement or already retired, you are a Stage Three investor. Make sure you take care of the important financial items particular to this stage of life.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
September 10, 2019 - Article
Lifetime Investment Strategies - Stage Two Investing: Building Wealth
If you are a Stage Two investor, this is the time to revisit your investing strategy and address these items particular to this stage of your life.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
August 13, 2019 - Article
Lifetime Investment Strategies - Stage One Investing: Getting Started
When it comes to investing, age is a big factor in the strategy you choose. Your investment strategy will change depending on which stage of life you are in.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
June 18, 2019 - Article
Secure your Mask First and Then Assist the Kids
While a college education for your children is a priority, there are many reasons why your annual retirement contributions should come before saving for college. Do your children a favor and help yourself first.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
May 21, 2019 - Article
How Not to Spend your Summer Vacation: When Less is More
In my experience, when it comes to checking your portfolio, less is more. Not only will your hands-off approach save you a lot of time and anxiety, it can actually save you money...
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
April 23, 2019 - Article
My Two Cents on Investment Advice
Good advice is worth much more than two cents. Read on to find out if you need a financial advisor and, if so, how to choose one...
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
March 12, 2019 - Article
Lions and Tigers and Health Care Costs
Rather than being afraid of rising healthcare costs and being able to pay for healthcare in retirement, take steps today to be prepared for them when you do retire...
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
February 05, 2019 - Article
Prepare Now for Retirement
Are you ready to retire? Are you sure? Here are some things to consider to make sure you are ready when the time comes.
Matthew Haertzen Senior Investment Advisor
Matthew Haertzen Senior Investment Advisor
January 08, 2019 - Article
New IRS Contribution Limits for 2019
January is always a good time to take stock of your financial goals and decisions and make adjustments if necessary.
Matthew Haertzen Senior Investment Advisor
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At WT Wealth Management we strongly suggest having a personal financial plan in place before making any investment decisions including understanding your personal risk tolerance and having clearly outlined investment objectives.

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