Abel Wealth Management, LLC.
Since 2003, we have helped create programs and portfolios to meet long-term financial goals. One of our credentialed professionals would be glad to help.
Have questions about investments, taxes, retirement, and/or estate planning?
Gen Xers: That retirement crisis you’re losing sleep over is a ‘rewirement’ opportunity It’s an unfortunate reality that most people don’t have enough saved for retirement, especially those in the Gen X cohort.
A Fed Rate Cut Is Finally Within View Inflation and labor-market developments should allow Federal Reserve officials this week to signal that a cut is very possible at their next meeting, in September.
Making Financial Plans Less Boring With Goals That Are “Not NOT Serious” One of the challenges facing financial planning is that, however helpful, it has an unavoidably boring vibe. It's a challenge that even financial planners face.
Thank you to all who voted for us! Proud to be Best of The Best in Ponte Vedra for Financial Advisement!
Why August is one of the most dangerous months in the financial calendar The markets are right to tread carefully in August. In some years it is the month when a crisis erupts, in others it is when strains become apparent that eventually lead to crises in September.
Has the U.S. Economy Reached a Tipping Point? As America teeters between a soft landing and recession, uncertainty is weighing on consumers and businesses.
Rx for who to trust online A new study shows that women's medical advice is far more accurate than men's.
Will summer vibes boost your portfolio? What could put investors in a better mood to buy than a couple of months of sport and sun? But the season has its pitfalls.
Retiring early sounds like the dream — but not achieving FIRE could actually help you live longer Members of the FIRE movement grow their wealth so they can retire early. But research suggests working can provide health benefits, depending on your job. An expert on work and aging shared the pros and cons of retiring early with Business Insider.
How one IT update gone wrong has sparked chaos around the world IT systems across the world are suffering widespread outages. Disruptions have hit everything from airports and banks, to retailers and healthcare providers. Crowdstrike's CEO blamed a defect in an update for Windows, highlighting the fragility of global IT.
What’s Behind Powell’s Latest Shift on Rates Achieving lower inflation without a significant slowdown is ‘the No. 1 thing’ keeping the Fed chair up at night.
How do I enroll in a state's 529 plan? Opening a 529 plan account is relatively easy.
Can a grandparent pay a grandchild's tuition directly to the college without any gift tax issues? Grandparents can pay tuition directly to a college and avoid federal gift and generation-skipping tax.
6 Scientific Ways To Maximize Vacation Benefits And Well-Being With these six strategic tips, discover how business leaders can maximize vacations' benefits for better productivity and well-being.
The Life-Changing Magic Of Compound Interest Here’s everything you need to know about what Albert Einstein allegedly called the eighth wonder of the world.
Is It Better Pay Down Your Mortgage Or Invest That Same Money? Should you overpay your mortgage or invest that money?
It’s the Busiest Air-Travel Day Ever. That’s Happening a Lot Lately. Travelers inspired by lower fares and distant destinations are driving the trend.
Market Week: July 8, 2024 The latest issue of Market Week is available.
Is there anything I can do now so that my child can obtain more financial aid later? There are some steps you can take now that may help your child qualify for more financial aid later.
Now that my child is in college, am I entitled to any education tax credits? Kids in college? See if you qualify for these education tax credits.
I'm having trouble paying my student loans. What should I do? There are some steps you can take if you're having trouble paying your student loans.
What does the term "qualified plan" mean? There are many different types of qualified plans, but they all fall into two categories.
Are my student loan payments tax deductible? Your student loan payments might be tax deductible!
How does a limited partnership work? A limited partnership is a form of business ownership that consists of general partners and limited partners. There is no maximum number of either type of partner, but there must be at least one general partner. The general partners manage the partnership and are typically personally liable for all....
Should I contribute to my 401(k) plan at work? Yes, to the extent you can afford it, you should participate in your 401(k) plan.
Can I change my business from an S corporation to a C corporation? Yes. In general, you can convert an S corporation to a C corporation by voluntarily revoking the S election at any time.
Is buying a franchise a good way to get into business? Though far from simple, franchising can be a good way for you to own a business with both a proven method of operation and a familiar name and trademark. Before choosing a franchise, consider your interests, experience, knowledge, and personality. Though your franchisor will likely offer managerial....
Sudden Wealth Before you go on a spending spree with that extra money you just received, take a look at your financial position to determine just how wealthy you are, and the effect on your financial goals..
Market Month: May 2024 (Video) Find out more
Should You Buy or Lease Your Next Vehicle? (Jun) With new vehicle prices skyrocketing, will leasing save you money?
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Daniel J. Abel, CRPC®
President/CEO
Investment Advisor Representative*
Dan has been successfully administering sound financial guidance and wealth management strategies for his clients since he started his career in 2003!
Dan has obtained and sustains the professional designation Chartered Retirement Planning Counselor (CRPC®) from the College for Financial Planning. He also holds the FINRA Series 7, 31, and 66 registrations as well as Life, Health, and Variable Products Insurance licenses.
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4400 Marsh Landing Boulevard, Suite 101
Ponte Vedra Beach, FL
32082
Ponte Vedra Beach, 32082
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Wealth Advisor with Intellicapital CERTIFIED FINANCIAL PLANNER™