Acumen Wealth Advisors

12 Sep 2017

How Equifax hackers could file taxes in your name and get a refund from the IRS

This original article was written by Maria LaMagna for MarketWatch.com Here’s a good reason to file your taxes early this year. The data breach at credit bureau Equifax that may have affected 143 million U.S. adults could have lasting effects — including at tax time. If hackers gained access to the information on consumers’ credit reports, including their Social Security numbers, credit card numbers and driver’s license numbers, they could open credit accounts in consumers’ names, security experts have said. To guard […]

08 Sep 2017

Here is what you should be reading now

Looking for something to read? Here are the top article read for the month of August!   Chattanooga’s Times Free Press Feature Reese Veltenaar: http://bit.ly/2wGJ9rF 7 Things To Do Right Now To Save On Taxes This Year: http://bit.ly/2x1Mnsd 9 Ways to Grow Your Net Worth to $1 Million: http://bit.ly/2icCh1N 7 behaviors that predict future wealth: http://bit.ly/2fhnX7p How to stop the money fights and grow (wealthy) as a couple: http://bit.ly/2vJx731 16 Most Important Assets That Will Increase Your Net Worth: http://bit.ly/2inc6Wg    

03 Sep 2017

How to Retire With at Least $1,000,000

This original article was written by Janet Aschkenasy for Go BankingRates. One day, when I was in my late 20s and starting a job at a major newspaper chain, the treasurer pulled me into his office to explain what I‘d be missing if I failed to join the company‘s 401k plan — something totally foreign to me at the time. The company was matching 50 percent of whatever part of my earnings I was willing to put into the retirement savings program, up to 6 […]

29 Aug 2017

7 Things To Do Right Now To Save On Taxes This Year

This original article was written by Kelly Phillips Erb , FORBES. With the beginning of summer just around the corner, chances are that you’re not thinking about your 2017 taxes – but you should be. The beginning of summer is a great time to take stock of your financial picture and make any necessary changes. Why? You have a number of 2017 pay periods under your belt and you’ve had several months to work through any changes from 2016. A quick review now […]

22 Aug 2017

16 Most Important Assets That Will Increase Your Net Worth

This original article was written by Laura Woods for GO BankingRates.   Your net worth is more than just the balance in your bank account. It’s a measure of your financial health. If you’re wondering “What is my net worth?” — subtract your total liabilities from your total assets to get the answer. If you’re trying to figure out which assets generate income or will otherwise give your net worth a boost, here’s a rundown of 16 options. Find out which […]

18 Aug 2017

9 Ways to Grow Your Net Worth to $1 Million

It’s great to have a big salary and a fat bank account balance. But if you dream of getting rich, it’s your net worth that really counts. This figure encompasses all your assets minus the debts you owe. If you hope to end up with $1 million someday, you need to know where you’re starting. To calculate your net worth, make a list of everything you own, including the estimated value of each item. This includes things such as: The […]

13 Aug 2017

Chattanooga’s Times Free Press Feature Reese Veltenaar

The article below was written by Dave Flessner for Edge Business Section of the Times Free Press. You can find the original article here: http://bit.ly/2uY0Rq4   When the dot-com bubble burst in the 1990s, Reese Veltenaar’s mother, a single mom, lost most of her savings and investments. Veltenaar said that experience as a youth growing up in Daytona Beach, Florida, helped motivate him to first be a banker and later a financial advisor. At the Acumen Wealth Advisors he co-founded with John Owen […]

08 Aug 2017

How to stop the money fights and grow (wealthy) as a couple

This original article was written by Anna Bahney for CNN Money. Fights about money are one of the leading causes of divorce in America. A third of couples say they get into it about money at least once a month, according to Ameriprise Financial. But money fights are rarely about the numbers in your bank account. More often they’re about trust, communication and power, says Megan Ford, a financial therapist based in Georgia. “In the heat of conflict, it can seem […]

02 Aug 2017

7 behaviors that predict future wealth

This original article was written by Liz Skinner for Investment News People who are successful at generating and saving money over their lives share certain traits described in “The Millionaire Next Door,” so looking for those who exhibit such behaviors can be a great way to evaluate prospective clients, a new report from Data Points contends. Here are the attributes of those with high and low wealth potential, based on an assessment Data Points gave to 494 individuals who are household […]

30 Jul 2017

Most Read Articles in July

Here are the top articles you, ranked in order, our readers found most fascinating. 3 Ways to Save — and Have Your Latte Too: http://bit.ly/2viApX7 Money Essentials When You Leave A job: http://bit.ly/2ttDMcq How to Win at Retirement Savings: http://bit.ly/2twqm12 This is the most helpful thing you can do for your family before you die: http://bit.ly/2tT3QTa Why your credit card debt is about to get more expensive: http://bit.ly/2tmyB2n 4 Money Habits That Made Warren Buffett a Billionaire (That Will Work for You, Too): http://bit.ly/2w4M7VR