Wealth Management using Tactical and Strategic Solutions
Services Offered:
Investment Portfolio Management *
Financial Planning *
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Osaic Wealth, Inc.
Brian D. Knight
Financial Advisor
3849 Pitt Street NE
Albuquerque,
NM
87111-3518
Phone:
- 505-323-9177
Fax:
- 505-323-9375
E-mail:
Newsletters
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Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
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Making It Make Sense: The Roth 5-Year Rule
Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
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Moving to Another State? Consider These Tax Moves
Moving to a new state may have tax consequences that can follow you long after you settle in.
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Index Funds: Traditional and Not-So-Traditional
While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Car Affordability
How much can you afford to pay for a car?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?