Wealth Management using Tactical and Strategic Solutions
Services Offered:
Investment Portfolio Management *
Financial Planning *
Current Clients Click Here To Access your Brokerage Accounts
Thank you for visiting our website.
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
-
Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
-
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.
-
What Happens to Your Time Horizon at Retirement?
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
-
The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses
Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.
Calculators
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.