Rivermark Wealth Management

SPACs have become a popular investment strategy, raising substantial funds in 2020. But how do SPACs work? And should you be investing in them?

Ready to pack the bags for the first real vacation since the start of the pandemic? Check out some destinations that might offer a great value in addition to a memorable family journey.

Most of us have already taken steps to protect our loved ones through life insurance and estate planning, but new laws that went into effect in January took away some common tools and could lead to unpleasant surprises for your family. This guide shows just how the new rules might affect you and how you can take action. Want to get a quick review of your estate strategies now? Call (408) 373-7337 to set up a complimentary 1-on-1 phone appointment.

As we approach the start of Open Enrollment, I make my annual pitch for you to consider the many advantages of a Health Savings Account.

Life is fragile and the pandemic is making us think more than ever about protecting our loved ones. If you haven’t reviewed your estate strategies in 2020, you might be missing out on new opportunities as well as leaving your family vulnerable to recent rule changes that could accidentally disinherit your spouse or leave a big tax bill behind. This FREE guide breaks down what you need to know (and how to take action). Want help getting your ducks in a row? I save a few appointments each week grab one by calling (408) 373-7337.

Do you know how to spot a financial scam? Read here to make sure you're up to date on the latest tricks the fraudsters are using.

COVID-19 has raised a lot of estate planning worries and many folks are thinking of ways to protect their loved ones amid all this uncertainty. Even if you’ve done the work of setting up life insurance and an estate strategy, have they been updated for the new rules that went into effect in January? This FREE guide shows how to protect yourself from unpleasant surprises, like accidentally disinheriting your spouse or leaving your heirs with a big tax bill. Download and read it instantly. Want some advice now? I save a few appointments each week grab one by calling (408) 373-7337.

Financial fraud operates in all economic environments and never takes a day off. Read about how to spot scams so you can avoid being part of an unfortunate statistic.

The coronavirus-driven bear market and likely recession will affect recent retirees and soon-to-be retirees. Add to that recent government legislation like the SECURE & CARES Acts, and it’s harder than ever to be confident in your plans for a work-free life. However, the uncertainty has a silver lining: the record downturn has created incredible opportunities to create tax-free income through advanced strategies like a Roth Conversion. Take control of your retirement and create confidence in your plan for a work-free life by downloading this free checklist. Worried about what’s going on and want advice now? I save a few appointments each week grab one by calling 408-373-7337.