Tortuga Wealth Management

In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.

When it comes to investing, you may be your own worst enemy.

A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?

Valuation is important for business succession, estate taxes andeven qualifying for a loan.

How much do you know about stocks?

The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.

Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.

Helpful article on estate planning, succession planning, and discussing the plans with your heirs.

Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

In August, stock prices surged as investors cheered positive news of a potential COVID-19 treatment and a month-long succession of upbeat economic data.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.

Earnings season can move markets. Find out why.

Your #insurance needs don’t stay the same when the nest empties, but what changes?