wealth management services

retirement

Managing Your Investment Risks After Retirement

You have a different mindset towards your investments in retirement than you did during your working years. Back then, you built your investment portfolio based on whether you felt comfortable with conservative, moderate, or aggressive risk. Now that you are no longer actively contributing, you probably feel more concerned with achieving consistent performance rather than …

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Ask These Four Questions Before Hiring a Financial Advisor

You have taken an important step towards securing your financial future by making the decision to hire a financial advisor. That’s the good news. The challenging part is interviewing several financial advisors until you find the right one. This is especially true when you aren’t sure what to ask this professional. We recommend asking the …

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How to Discuss Estate Planning with Family This Holiday Season

How to Discuss Estate Planning with Family This Holiday Season

As adult children leave home, move across the country in some cases, and start families of their own, it can be challenging to bring everyone together to discuss the sensitive topic of making an estate plan. Since many families travel hundreds of miles to be together for the Holidays, this can be the ideal time …

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Avoid These Missteps to Choose the Best Financial Advisor

Avoid These Missteps to Choose the Best Financial Advisor

When you hire someone to change the oil in your car or remodel your house, you can see the impact of their work right away. If it’s not up to your standards, you can demand a refund or hire someone else. With a financial advisor, you might not realize the effects of following poor advice …

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Raise Business Capital by Selling Company Stock

Raise Business Capital by Selling Company Stock

There’s no question that launching a company requires a significant investment of cash, something that is in short supply for most new business owners. While you might prefer sole ownership of your new business, that might not be realistic from a financial standpoint. Selling company stock can be a viable alternative in this situation. However, …

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Transfer Family Wealth Seamlessly with These Tips

Transfer Family Wealth Seamlessly with These Tips

A conversation about money between parents and adult children or grandchildren can feel uncomfortable for everyone involved. However, it’s essential for family members to get past the initial reluctance and sit down to discuss wealth transfers from one generation to the next. This is the best way to ensure that the money one generation has …

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What are the Differences Between Profits and Earnings?

What are the Differences Between Profits and Earnings?

Although profits and earnings sound like they could describe the same thing, they have different meanings in the business world. Earnings, for example, typically refers to the bottom line on a company’s income statement. Breaking it down further, a company’s net earnings describes the amount it takes in after accounting for all expenses. With net …

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Our Five Step Retirement Investment Plan for Any Age

Our Five-Step Retirement Investment Plan for Any Age

Regardless of the official age you declare yourself retired, planning a retirement investment strategy is crucial. We offer five steps below to help you along in the process. Consider Your Current Age and Desired Retirement Age The younger you are and the more years you have to retirement, the higher degree of risk you can …

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What is the Best Way to Measure Your Company’s Financial Health? 

What is the Best Way to Measure Your Company’s Financial Health? 

While a company’s profit margin is an excellent indicator of its financial health, it’s important to consider several other factors for the most accurate picture. At Aura Wealth, we recommend that clients consider the liquidity, operating efficiency, profitability, and solvency when determining if the company’s current status is good or it could benefit from some …

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Saving Money: Critical for a Healthy Financial Future

Saving Money: Critical for a Healthy Financial Future

No one can argue the benefits of saving as much money as possible. It gives you more financial assets when you retire, forces you to live off less income, and allows you to earn interest as your savings grow. However, setting money aside takes discipline and isn’t always an easy thing to do. We explore …

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