Executive Summary Ever noticed how making more money doesn’t always mean feeling more financially secure? That’s because with more income comes more responsibility—and if you don’t have a plan, that extra money can disappear just as fast as it comes in. High earners face a unique challenge: How do you make sure your money isn’t […]
Executive Summary The stock market and the economy—two forces that seem like they should move in sync, yet often go opposite directions. Why does the market sometimes soar when the economy struggles? Why do economic downturns sometimes come with market rallies? The key to understanding this mystery lies in one fundamental concept: Markets project, economy […]
Executive Summary Real estate can play a valuable role in your retirement portfolio, offering benefits like income potential, inflation protection, and diversification. However, it’s not as simple as owning a property and watching the money roll in. Real estate demands time, effort, and financial commitment. Before adding it to your retirement plan, it’s essential to […]
Executive Summary Finding the right financial advisor is like choosing a trusted copilot—they back you up, keep you steady in turbulent conditions, and help you navigate toward your goals with confidence. Discover how to identify the right advisor for your needs, what red flags to watch for, and why the right partnership can help you […]
Executive Summary Investment returns don’t mean much if taxes take a big bite out of them. Too many investors focus on making money without realizing that tax efficiency plays a major role in what they actually get to keep. Without a solid tax strategy, you could pay more than necessary—sometimes significantly more. Learn how taxes […]
Executive Summary Annuities are an ancient financial tool that has evolved into a modern way to generate retirement income. They can provide guaranteed income, tax advantages, and financial security but also come with trade-offs like fees and limited liquidity. Annuities can be valuable for those looking to reduce market reliance or create a reliable income […]
Your New Goals-Based Wealth Manager We are thrilled to introduce Sara Provines, the newest member of the Kingsview Partners Fort Wayne team. Sara brings a wealth of experience and a passion for goal-based investment that aligns perfectly with our mission to help clients achieve their financial objectives. Sara’s approach to financial planning is rooted in […]
Former Edward Jones Advisor Opens Office in Marysville, OH Kingsview Partners announced today the opening of their newest office in Marysville, Ohio. Cory L. Hixson, CFP® comes to Kingsview with over a decade of industry experience, working to put the financial puzzle pieces together with clients. As a financial advisor, Cory continues his dedication to […]
Former Edward Jones Advisor Opens Office in Marysville, OH Kingsview Partners announced today the opening of their newest office in Marysville, Ohio. Zach R. Boyd, CFP® is a former Edward Jones advisor bringing more than 15 years of financial experience to Kingsview’s independent platform. His journey began in his family’s restaurant, where he learned the […]
Executive Summary Traditional and Roth IRAs each offer unique tax benefits, and the choice between them depends on your current income, future tax expectations, and retirement goals. Understanding their differences helps you make smarter decisions, reduce taxes, and create flexibility for the future. Want to watch an in-depth exploration of this topic? Check out this […]