Evan Werckenthien - E. W. Wealth
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The Social Security Administration announced monthly benefits will increase by 8.7% in 2023. The cost-of-living adjustment (COLA) is intended to ensure benefits keep pace with inflation and will start in January.
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Happy April Fools’ Day! The second quarter newsletter of 2022 was sent this morning. It includes charts on volatility, market returns, and market timing along with preparations for National 529 Day and game show tax. Enjoy!
01/05/2022
Happy New Year! The 2022 first quarter newsletter is out. There is an economic and market outlook video, 5 money moves for 2022, and Important tax reporting dates.
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The fourth quarter newsletter is out. It includes a video on Social Security running out of money, the stock market's valuation, and potential income tax bracket hikes.
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The pause on student loan repayments and interest accrual has been extended until January 31st 2022.
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The third quarter newsletter was sent out this morning. It includes information on the expanded Child Tax Credit and a mid-year economic and market update. Hope everyone has a nice Fourth of July weekend!
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The April newsletter was sent out this morning. It includes a housing market update, National 529 Day, non-fungible tokens (NFT) and Max and Alice birthday pictures. Enjoy!
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About
E.W. Wealth Management helps individuals and businesses make better financial decisions in both their daily lives and long-term plans and is conveniently located in CARMEL and NOBLESVILLE.
My main goal is to help clients make well-informed decisions on all financial matters, not just investments. Coupling that with a great customer experience focused on your goals, priorities, and aspirations creates custom advice that is not cookie cutter in nature.
I believe in providing financial advice in a manner that is simple, transparent, and holistic:
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Telephone
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Address
600 E. Carmel Drive Suite 130
Carmel, IN
46032
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |
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