FIT Wealth Management

Who needs a last minute vaca...my place on Kalmus Beach in Hyannis. I had a last minute cancellation for this Saturday, the 13th, to the following Saturday, the 20th. https://www.vrbo.com/631924

***Do not book on site...dm me personally***

Cost with fees is normally $5000/wk (see site). I'll take any reasonable offer. This doesn't happen often, so jump on it...pool, private beach, public beach, A/C in every room and incredible deck with amazing views.

3 bed, 3 bath, Resort Living, Private & Public Beach, Pool, +++ - Hyannis | Vrbo "),r.close()),!r)throw Error("base not supported");var a=r.createElement("base");a.href=n,r.getElementsByTagName("head")[0].appendChild(a);var i=r.createElement("a");return i.href=t,i.href}finally{e&&e.parentNode.removeChild(e)}}());var s=a(t||""),f=function(){if(!("defineProperties"in Object))retur...

School is out (or almost out)...what a great time to talk to your children about finances. Please reach out if we can help.

www.linkedin.com

Summer is coming...what a great time to introduce your children/grandchildren to the academics of finance. Please let us know how we can help?

Kids & Money: Making It Real in a Digital World By Jeannie Bidner, CFP® As kids are bombarded with ads and offers online, it's more important than ever to teach them good money skills early. At the same time, it's getting harder.

It's never to early to ask.

In Your 20s: Should You Consider Investing? By Susan Hirshman Your 20s go fast. You may be focused on finishing school, starting your career, dating, or adjusting to living on your own and becoming independent.

Spring is right around the corner and love is in the air...it might be time for some financial spring cleaning.

Love and Money: Navigating Your Finances Together By Patrick Means Before I got married last December, we both knew we had to have the "money talk." Through my work in the financial industry, I've seen how communication is the key to helping couples navigate their finances successfully together.

Today is a day to reflect and recall all the great leaders who have made an impact on society. Please join us in celebrating them.

Crossing off things on your bucket list should be part of life but making sure retirement is on the list is a virtue.

🏈 The thrill of investing in yourself can outlast any game day excitement! Learn more about IRAs (and annual contribution limits based on your age) at https://bit.ly/42xhwAq.

With mortgage rates expected to come down in 2024 & 2025 it might be time for a review if you are planning on purchasing a home.

Should You Buy a Home? 5 Things to Do First By Cindy Scott, CFP®, CRPC®, ChFC® I was talking to a friend recently who told me her daughter wanted to buy her first home. She was tired of renting but worried that having a mortgage would mean she couldn't afford to do anything else.

New Year's resolutions can go beyond health. How about your wealth resolutions for 2024?

7 Money Moves to Get in Better Financial Shape By Jeannie Bidner, CFP® Like a lot of people, I start each New Year with some new goals. Notice I didn't say resolutions.

Please join us in celebrating the movement, the man, and all those that continue on with the fight today.

Please feel free to reach out to us on the Schwab 2024 outlook. While we agree on a lot of the points there are some on which we diverge. We'd be more than happy to discuss.

2024 Global Outlook: The Big Picture Our outlook for 2024 is for a gradual U-shaped recovery composed of seemingly chaotic movements in economic data with turning points in policy rates and earnings growth.

As we give thanks to the year behind us we celebrate the opportunity to come. We wish everyone a happy, healthy and prosperous 2024.

AI Voice Cloning: The Newest Cyber Scam Fraudsters can use artificial intelligence to impersonate nearly anyone. Here's how to help protect yourself from AI voice-cloning scams.

After the Mistletoe and Eggnog gets put away it's time to come up with an effective tax strategy for the year past and the new year forward.

Pickleball and Taxes: End the Year with a Smash By Susan Hirshman When my brother taught me how to play pickleball, little did I know he was making up his own rules as we went along. I quickly learned I needed to take lessons from a pro (not my brother!) to play in pickleball tournaments.

Some good tips on being a frugal Santa this holiday season.

Unwrap a New Approach to Holiday Spending By Patrick Means 'Tis that time of year. Holiday spirit is back in season.

FIT Wealth Management supports these great organizations on Colorado Gives Day!

https://fit-wealth.com/we-support/

We at FIT want to say thank you to all the wonderful people in our lives. Please be safe and enjoy the holiday.

Your friends at FIT would like to thank all those that served.

Happy Halloween!!! From your friends at FIT Wealth Management.

Every year around Halloween, if not earlier, you should be thinking about the present, past and future of your financial plan. It's time...

Avoid these 9 Scary Money Mistakes By Cindy Scott, CFP®, CRPC®, ChFC® With Halloween just around the corner, we help take the "scary" out of money and investing. Working to avoid these nine money mistakes could help improve your financial future.

Open enrollment is coming...ever wonder what you might be missing out on? Let's discuss.

Open Enrollment Is an Opportunity: Don't Miss Out By Patrick Means It's open enrollment time for your employee benefits. Before you simply renew the same benefits you chose last year, ask yourself: Are you taking full advantage of your employee benefits? You might not be.

Rising credit card debt is moving in tandem with rising wealth. We pointed this out in a chart from an earlier post. The current economic environment is rewarding those who save. At the same time, we see credit card balances increasing when interest rates on those credit cards is the highest since at least 1991. We at FIT thought it would be a good opportunity to review some strategies for paying off those high interest cards. Please see the article below and reach out if you would like to discuss further.

How to Create a Credit Card Debt Exit Plan By Susan Hirshman Credit card debt. It often starts small and manageable.

Are you within 5 years of age 65? Let one of the dedicated advisor's at FIT Wealth Management help you plan for your future healthcare needs.

4 Steps to Smart Medicare Decisions By Susan Hirshman Recently I was talking to a friend about her upcoming 65th birthday. I anticipated some misgivings about aging, but she surprised me.

To all our friends and family in the Hispanic community have a wonderful month. We look forward to celebrating with you!

To all those that made the ultimate sacrifice…we will never forget.

As the unofficial last day of Summer takes place we wish everyone a great day with family & friends!

Backdoor Roth IRA? Avoid These 5 Mistakes These errors can jack up tax—and opportunity—costs.

Curious about a "Backdoor Roth" or other methods of tax diversification in retirement. The time to plan is well before you get there. Reach out and let's see if now is the time.

Backdoor Roth IRA? Avoid These 5 Mistakes These errors can jack up tax—and opportunity—costs.