Aspen Wealth Management

Aspen Wealth Management has been nominated for the DFW Favorites Awards, and we need YOUR vote. We’re honored to be recognized for excellence, and your support means everything to us. To vote, click the link, choose SERVICES, then WEALTH MANAGEMENT, and select Aspen Wealth Management. Every vote counts! Thank you for being part of the Aspen Wealth community. Vote here: https://lnkd.in/gw8Vbz8q #financialadvisors #wealthmanagement

We’re excited to highlight Candace Scholz, a valued member of the Aspen Wealth Management team. With over 15 years in the industry, Candace brings a wealth of knowledge and a dedication to helping clients achieve their financial goals. From retirement planning to investment management, Candace takes a personalized approach to meet each client’s needs. We’re proud to have her on our team! Learn more about Candace: https://lnkd.in/ek-Pmw-p #financialplanners #financialadvisors

A discussion of the household budget or paying down debt may not seem a particularly romantic topic. But failing to discuss financial topics with your significant other could be an even bigger relationship buzz-kill. Our article provides some tips for financial communication that keeps the bond strong. https://lnkd.in/guWKX7NJ

Estate planning is an important step that provides peace of mind and protects what matters most. While many understand its value, only a third of Americans have a will, highlighting the need for thoughtful planning. At Aspen Wealth Management, we simplify the process, walking you through every stage—from deciding who will inherit your assets to formalizing your intentions. A clear estate plan helps make sure your wishes are respected and reduces the burden on your loved ones. Let’s work together to protect your legacy and cover every detail: https://lnkd.in/e6j3Vrjj #estateplanning #financialadvisors

Looking at daily market movements can feel like watching a rollercoaster in motion. While Q4 2023 showed some setbacks, zooming out reveals a different story – 2023 was actually a strong year for global markets. This perspective reminds us that successful investing isn't about day-to-day movements but the bigger picture. Watch our latest market update webinar for more insights on navigating market cycles and maintaining a long-term view. https://lnkd.in/gCzN6rDp Host: Nathan Davis, CFA, CFP?

At Aspen Wealth Management, your financial goals are our focus. As an independent, fee-only firm, we’re compensated only by you—no commissions or hidden fees. Our goal-based approach aligns your portfolio with your needs and risk tolerance. We take the time to understand your objectives and adjust your strategy as your life progresses. From asset allocation to retirement planning, we’re here to support you at every stage. Learn more about our investment planning services here: https://lnkd.in/gn5Xw3uN

The FIRE movement (Financially Independent, Retire Early) has brought new focus to the appealing prospect of stepping away from work life earlier than traditional retirement ages. You may not envision retiring to a beach at 40, but you may think about retiring a bit earlier than the usual age of 65. Is it attainable for you? Our latest guide provides practical tips to assess whether an earlier retirement could be within reach. https://lnkd.in/gP6p84QB #retirementplanning #wealthmanagement

Have you got leftover 529 plan funds? Don't let them go to waste! Our latest podcast discusses 529 plans and how to think strategically and repurpose the savings—without facing penalties or taxes. From Roth rollovers to helping you future-proof for the next generation, listen to more here. https://lnkd.in/g5GRqwYU #529Plans #EducationSavings

Imagine receiving a major windfall—like a sizable inheritance. Did you know that 33% of people who come into sudden wealth deplete it within just two years? Don’t become a statistic! We’ve put together 3 essential steps to help you manage sudden wealth responsibly and build a secure future. Read our latest article for smart strategies on how to manage your inheritance wisely: https://lnkd.in/gYMPYMPt #financialplanning #financialadvisors

We all sometimes daydream about what we’d do if we suddenly came into a large sum of money. But for some that dream becomes a reality, and though you might think inheriting a fortune would solve every problem, it can actually create a lot of trouble for someone who isn’t properly prepared. Our article discusses some smart steps to take if you find yourself in possession of “sudden wealth.” https://lnkd.in/gyGthFwB #wealthmanagement #financialadvisors