As we journey through life, it's natural to plan for the expected: career milestones, family events and retirement. This preparation helps to set up our future selves and loved ones for success. However, what about the unexpected, like encountering diminished capacity...
Hey Abby! I am switching jobs in the coming week and worried about my 401(k). What do I do with my current 401(k)? You should first make sure the decision you make is what’s best for you and we can help with that! The options listed below are the most common. Leave it...
Hey Abby! I'm looking into different investments that best suit my needs. What investment options are available at American Trust Wealth? Great question! We use an open architecture platform, which allows access to over 20,000 investment options. This gives us the...
I’ve been researching financial firms lately and I see a lot of acronyms. AIF, CFP, CEFEX…I can’t keep up with them all but I have to ask — are they really that important? Are these certifications something I should be looking at? This is a great question and I can...
Giving Tuesday is coming up and I’d really like to help those in need. The holidays can be a difficult time for many, and I think this is a great time to consider the ways I cangive back. My question is, are there any strategies I should be using when it comes to...
What an exciting time for racing fans! Breeders’ Cup is back at Keeneland and I am ready to join the world’s best. Do you have any financial strategies on how to be a champion investor at the track? It’s definitely more fun than traditional investing in my book! You...