Wealth Advisory Blog

Successfully Navigating Your Retirement Journey: Essential Tips for Each Life Stage

At Quantum Strategies Wealth Advisory, we recognize that retirement planning is an evolving journey, not a one-time event. As we go through different stages of our lives, our retirement strategies must adapt and grow. February, a time of reflection and planning, is...

Retirement Savings and SECURE Act 2.0: Update

by William Rizzo

Here’s the latest update on SECURE Act 2.0. If you've been diligently saving for retirement over the years, you may be on the right track or wish you had started earlier or saved more aggressively. On the other hand, you most likely know people in their thirties who...

Impact of Inflation on Retirement: 7 Strategies to Help Protect Your Savings

by William Rizzo

Retirement can be a time to relax and enjoy the fruits of your labor. However, it's important to consider the impact of inflation on retirement savings. Inflation can erode the value of your savings over time and make it challenging to maintain your standard of...

Benefits of an Employer-Sponsored Retirement Plan

by William Rizzo

An employer-sponsored retirement plan is a type of retirement plan established by an employer to provide retirement benefits to its employees. These plans are typically offered as a part of an employee benefits package and are designed to help employees save for...

Is Your Estate Plan Ready?

by William Rizzo

There are four different ways to bequeath your heirs' property. As no two families are the same, you should consider the following aspects in your estate plan when deciding which distribution strategy best suits your needs, values, and goals. While reviewing your...

How Could SECURE 2.0 Impact Retirement?

by William Rizzo

Many business owners are eager to see how SECURE 2.0 will increase retirement security for millions of workers now that it has become official law. In their studies, "Emerging From the COVID-19 Pandemic: Four Generations Prepare for Retirement" and "Emerging From the...

3 Financial Resolutions For The New Year

by William Rizzo

In this article, we will take a closer look at three financial resolutions you should consider making for 2023. Even when your financial health is something you feel satisfied with, as the new year approaches, it is important to review your finances to ensure that...