Wealth Protection and Planning for Retirees Part 3 – Building A “War Chest”
Your budget is your road map that outlines what to expect on a monthly basis to keep track of your income, spending, and savings goals. As discussed last time, having a budget is even more necessary in retirement.
Tax Savings for Business Owners Part 3 – 401(k) with Profit-Sharing Plan
As a business owner, you are likely looking for ways to maximize your retirement savings while incentivizing your employees. One way to achieve both these goals is by offering a 401(k) with a profit-sharing plan…
Tax Savings for Business Owners Part 2 – Cash Balance Plans
As a business owner, you are constantly focused on the long-term financial stability of your company. Retirement plans are a great way to help you reduce your taxable income while benefiting your and your employees’ retirement. Besides 401 (k) plans, another retirement plan worth considering is cash balance plans.
Wealth Protection and Planning for Retirees Part 2 – Cash Flow Management
You’ve hit the milestone of retirement! Congratulations! But as you know, those bills still keep coming. They don’t stop just because you’ve retired. The continual stream of expenses is why cash flow management is so important in retirement.
Wealth Protection and Planning for Retirees – Part 1
Since you are no longer in your peak earning years, you need a different approach, a different way of thinking. How can you best protect the wealth you created over the years and best utilize it to maximize what you will have throughout retirement?
Tax Savings for Business Owners – Part 1
You have a lot on your plate. Sometimes, this busyness affects the time you have available to educate yourself on financial matters as well as impacts your time for financial planning. Let us help you drill down and focus on a few key areas.
Chris Zeches Named to the LPL Ambassador Council
Tucson, AZ — April 11, 2023 — Chris Zeches from Zeches Wealth Management, based in Tucson, AZ, announced that he has been named by LPL Financial (LPL) as a new member of the LPL Ambassador Council.
What’s in the Water?
As the temperatures heat up, it means summer is on the way and pool season is upon us. This past weekend I did some work around the yard including getting our pool ready for the season.
What’s In the Chest
This time of the year my family tries to do a little spring cleaning and at the same time, we try to teach our son, Francis, how he is fortunate to have the toys he has as well as how to be tidier.
Let’s Play Bingo
As I have grown up, I’ve noticed, in various groups of friends, there is usually one person who is truly funny.
The Elves on the Shelf
On December 1, Red made his highly anticipated return to the Zeches household. If you are wondering who Red is, he is Francis and Charlotte’s ‘Elf’.
The Sound of Silence
A few nights ago, I was at home without the TV on, no music playing, and not reading anything. One could say I was doing nothing.
Receive Our Thoughts
In Your Email
2850 N. Swan Road, Suite 100
Tucson, Arizona 85712
4647 N. 32nd Street, Suite 110
Phoenix, Arizona 85018
Copyright 2023. Zeches Wealth Management, A Registered Investment Advisor.