Investing
The Wealth Transfer: A Fusion of Financial Literacy and Family Values
Wealth transfer is a multifaceted journey that extends beyond numbers and assets – it embodies the essence of family values and the preservation of legacy. In a world where affluent individuals seek to impart financial wisdom to the next generation, the fusion of financial literacy and family values takes center stage. Explore how the intersection…
Read MoreGifting in a Volatile Market
REVIEW YOUR CHARITABLE OPTIONS AND OPPORTUNITIES. Economic turbulence and high inflation may have you feeling cautious about making donations. The good news is there’s a range of options to ensure that your charitable donations aren’t forced to grind to a halt, and that causes important to you continue to receive support. Explore some of the…
Read MorePlanning for Retirement – All About IRA’s
What is an IRA? An individual retirement account (IRA) is a personal retirement savings plan that offers specific tax benefits. In fact, IRAs are one of the most powerful retirement savings tools available to you. Even if you’re contributing to a 401(k) or another plan at work, you might also consider investing in an IRA.…
Read MoreWhat Savvy Investors Know About Social Security
Retirement and Longevity Explore some of the ways that well-informed retirees make the most of their Social Security benefits. In any financially independent retirement, Social Security benefits are bound to play a significant role. Not many reliable sources of income bring as much to the table regarding cash flow and cost-of-living increases just about every…
Read MoreFirst Quarter 2021 Market Update and a Close Look at Inflation
First Quarter Market Update The first quarter of 2021 witnessed a boost for the economy as the continued expansion of the vaccine rollout and the passage of the almost $2 trillion stimulus bill was reflected in rising gross domestic product (GDP) estimates, a further move up in equity prices, and a steady rise in interest…
Read MoreWomen Investors: Planning for More
No Matter Where You Are or Where You’re Going Successful businesswoman, entrepreneur, artist, mother, wife, mentor, leader, community activist: Whether for your education, career, or family, you probably had a plan to help you reach your goals. And as a woman, you have likely faced unique financial challenges, challenges that make proactive planning and investing…
Read MoreSee How We Give the Information You Need – When You Need It
In addition to a carefully constructed long-term financial plan, working with Gratz Park Private Wealth gives you ready access to vital information. Whether it’s logging in to Client Access to track all of your accounts in one secure place or reviewing important investment disclosures, you can get the information you need – when you need…
Read More5 Ways to Get the Power of Dividends to Work for You
Everyone likes to get paid. Did you know that you can get paid as an investor, too? How? Through the power of dividends. When a company earns a profit, there are two main places where the money can go: The profits can be put back into the company to expand operations (by purchasing additional equipment)…
Read MoreCharitable Contributions: Where, Why, and How
A new year (and decade) is upon us. As we look forward to the new year, we are filled with thoughts of new possibilities and possibly even some resolutions. As such, you may be wondering what more you could do to increase your charitable contributions in 2020, or feel ready to make some donations. …
Read More529 Qualifying Expenses: Demystified
Education costs can be costly. There are many pieces to consider, such as tuition, books, room and board, and other smaller expenses that can burn through any savings like a wildfire. If you are planning ahead on education costs, it may be wise to look into getting a 529 Plan. What is…
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