Your Destination Awaits.
Fortify Wealth has helped hundreds of business owners, families and retirees reach their financial destinations for more than 40 years. We recently changed our name from Financial Resources to Fortify Wealth to reflect who we are at our core and what we offer our clients: Effectiveness. Protection. Strength. Learn more about our team and our services.
We invite you to take this quick quiz:
□ Yes □ No Do you have the peace of mind of knowing you’re on the right road to long-term financial security — with a sound strategy for getting there?
□ Yes □ No Are you confident that you’ll being able to maintain your quality of life in retirement?
□ Yes □ No Does your financial plan provide adequately for your heirs — especially any who may be without their own resources?
□ Yes □ No Have you updated your financial plan regularly with a view to applicable tax laws and regulations?
□ Yes □ No Has your portfolio recovered from the 2008-09 market correction as you expected it would by now?
If you answered “no” to any of these questions, we can help.Contact Us
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When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Ascertaining the value of your business is important for a variety of reasons.
Why have the markets been so volatile recently?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Second marriages are a trigger event to revisit any existing estate strategies.
A collection of tips from professional travelers.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The market is as unpredictable as the weather. We’d love to help you prepare.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
$1 million in a diversified portfolio could help finance part of your retirement.
There are three things to consider before dipping into retirement savings to pay for college.
It's easy to let investments accumulate like old receipts in a junk drawer.