Navigating your finances can feel overwhelming, especially if you’re not familiar with all the jargon. It doesn’t matter if you’re fresh out of school, looking to invest for the first time, or just trying to make smarter decisions with your money—understanding the basics of finances is helpful. Knowing how your...
Whether you’re a novice looking to get a better grasp of the financial world or a seasoned professional seeking a quick refresher, this guide has something for everyone. Let’s break down these crucial equations to help you navigate the financial landscape Understanding these formulas will not only help you decode...
Planning for retirement involves making critical decisions about where to invest your hard-earned money. Two popular options are the 401(k) and Roth IRA. Both are tax-advantaged retirement accounts with unique features that cater to different financial goals. In this post, W3 Financial Group explores the key differences between the two...
Article written by: Kathleen McGrath, CFP®, ADPA® The idea of a family budget summit is one of the best financial moves a household can make. Gathering regularly to discuss money goals and spending is hugely beneficial for getting on the same page. For example, the Jones family holds an annual...
Shelby Morgan, Founder and Principal of W3 Financial Group, shared his expertise with Akron Life and Leisure Magazine regarding a recent 401(k) participant study by Charles Schwab. “According to a recent study* 14% of American workers think it is unlikely and 49% somewhat likely they will reach their retirement goals....
Our Advisors, Shelby Morgan, Steve Catalano, and Frank Bevilacqua II share their expertise on the subject with Akron Life Magazine. View their feature to learn more about how your financial goals should keep pace with the ever-changing economic landscape. “We realize that uncertainty is one of the biggest stressors we...
Financial Advisor, Laura Steffey shares her expertise on the subject with Akron Life Magazine. View Laura’s feature to learn more about how well your finances should be adapting to economic changes and making your money work for you. “Recent changes in the economic landscape such as inflation, higher interest rates,...
Many investors have the desire to reflect their morals in the way they invest. This demand led to the development of criteria to measure how investments or companies perform in certain categories. These metrics are known by the main categories that are considered – ESG, Environmental, Social, and Governance factors....
By Paulette C. Pasquale, CFP® Whether by choice or chance, women are more likely to manage their own financial affairs and plan independently at some point in their lives. It is no secret that women outlive men, on average by six to eight years. There is also an increase in...
Fee-Based Planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Management, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
