Entruity Wealth

Entruity Wealth was created to assist families with multi-generational financial management. Our focus is creating and sustaining our clients’ financial legacy. Our name, Entruity, was chosen as it embodies our philosophy of entrust, truth, and integrity.

?? Keeping Your Important Documents Safe: Top Tips! ?? We understand the importance of safeguarding your invaluable documents. Although it can sometimes seem mundane, it is important to have a plan for them. If it seems overwhelming, don’t worry! Here are different tips to help get you started: ???? Tech-Savvy Confidentiality:?Embrace cutting-edge technology. Digitize your documents with state-of-the-art encryption, storing them in your private cloud with multi-factor authentication for access. ????? Shred the Oldies:?Regularly go through your documents and shred those you no longer need. This minimizes clutter and reduces the risk of identity theft. ???? Digital Security Matters:?Make sure to use strong, unique passwords for your digital storage accounts to prevent unauthorized access. ???? Organize Like a Pro:?Create designated folders or binders for different types of documents. Categorize them clearly so you can find what you need quickly. ???? Tailored Accessibility:?Designate a trusted financial advisor or legal representative to have access to your digital vault, ensuring seamless management in any situation. ???? Legacy Continuation:?Incorporate updated wills, estate plans, and trust documents into your secure system, securing the future of your legacy. Your success deserves the highest level of protection. By implementing these strategies, you can safeguard your achievements for generations to come. ?? Please give us a call if you have any questions or need help!

Have you thought lately about creating a power of attorney? ?? Many don’t even think about getting one in place until they have a major issue. The problem with waiting until it is needed is in the requirements for the document to be valid: You must create it of your own free will and be of sound mind when you create it. ???? Of course, the point of having a power of attorney is so that, when you are not of a sound mind or able to make your own decisions, someone you trust can make them for you. That means you can’t wait until it is needed to create it. ? The good thing is that granting someone power of attorney can be all-inclusive or limited. In either case, you get to decide who you trust to make the decisions you want. You also get to decide when their authority starts and ends. ? If you don’t create a power of attorney, and a situation arises where someone must make decisions for you, the court can appoint someone. Whoever they appoint may or may not be someone you even know. Your loved ones could also file for adult guardianship, which can be lengthy. Why put your loved ones through that stress at a tough time? ?? We have seen many situations where having a power of attorney document on file was extremely helpful in reducing stress at an extremely stressful time. We have also seen real problems for families without power of attorney. ?? Take action today to protect your future and your loved ones.?Consult with a legal professional to set up your power of attorney. It’s a small step that can make a big difference. ?????? As always, if you need help or have any questions, feel free to reach out to us!

???Celebrating a Successful Paint Night!??? We are thrilled to share the success of Entruity Wealth's Paint Night at Color Me Mine! A heartfelt thank you to our amazing clients for making the evening so memorable. Your creativity and participation brought so much joy and inspiration to the event. Here are some of the beautiful painted products from the night. ??? We deeply appreciate your continued trust and support. Looking forward to more opportunities to connect and create together in the future! #EntruityWealth #ClientAppreciation #Networking #PaintNight #ColorMeMine #CommunityEngagement

Filing Taxes 101??? When it comes to taxes, most people want to get them over with. Whether it’s to get their refund sooner ?? or just to move on with life, it’s important to do everything correctly and avoid mistakes. Mistakes can result in a processing delay at the IRS ?, fines ??, incorrect refunds, and other problems. Here are some of the most common errors to avoid on your tax returns: ? Missing or inaccurate Social Security numbers ?? Misspelled names ? Math mistakes ?? Incorrect bank account numbers ?? Unsigned forms Avoid delays in your taxes and verify your information and forms before submitting your taxes this year ?.

???About Entruity Wealth??? "Trust, Truth and Integrity" - At Entruity Wealth, based in Bakersfield, CA, we are dedicated to providing comprehensive wealth management services to help you navigate your financial journey with confidence. Our expertise spans across various domains to ensure your financial well-being at every stage of life. Our Services: -Wealth Management -Retirement Plan Advice & Management -Cash Management Our Holistic Approach Includes: -Financial Planning -Retirement Planning -Investment Management -Estate Planning -Tax Planning -Risk Management -Charitable Giving -Debt Management -Financial Education & Guidance -Education Planning -Specialized Services Entruity Wealth is here to support you with tailored strategies and guidance. Let's work together to achieve your financial goals and secure a prosperous future. ?? Contact us today to learn more about how we can assist you!

As tax season rolls around, you might be pondering the big question – should you tackle your taxes solo or take them to a professional? ?? Let's break it down some of the things you should consider when making this decision. Cost Consideration: Sure, DIY can save you some bucks on fees ??, but hold on! Depending on your situation, the money you save on tax prep fees might end up costing you more in tax liability. A misplaced decimal or leaving off a deduction could lead to a bigger bill or even an audit. Pros are like tax superheroes ??♂???♀? – they know the latest tax law changes like the back of their hand. Look at it as an investment in your future – DIY will work in some situations, but your taxes aren’t the place to scrimp if you need the help of a professional. Life Changes Alert: If your life has been going through big changes like marriage ??, career switches ??, raises ??, moving states ??, property transactions ??, or starting a business ?? - it might be time to call in the experts. Professionals are like detectives ???♂????♀? – they uncover specific tax rules tied to your unique life changes that you might not be aware of. Itemize If You Can: If you're diving into the world of itemizing deductions, things can get a tad tricky. Online services are cool and all, but professionals can bring the A-game ??. They know the rules that apply to your situation, ensuring you snag every deduction possible or even unveil some secret tax-cutting strategies. Look Beyond the Wallet: Remember, it's not just about the upfront cost of tax prep. Consider the long game. Will DIY save you money, or might the expertise of a pro save you from costly mistakes and uncover hidden deductions? It's a puzzle ??, and you've got to pick the piece that fits your financial picture. Whether you're DIY-ing it or rolling with the pros, weigh your options wisely. You’ll be happy you did! ??

As we enter a new year, setting financial goals is like drafting your New Year's resolutions – it takes planning, dedication, and a solid strategy to make those dreams a reality! ?? Whether you're dreaming of a career milestone, learning a new skill, or ensuring you stay hydrated daily, long-term financial goals are no different. Here are five steps to help you achieve your financial goals: List Your Goals: Start the year by being specific and realistic about what you want. Avoid vague or unattainable resolutions. Consider what truly matters to you and what you can realistically achieve. It's all about finding that sweet spot for success! ?? Create a Timeline: Resolutions are more achievable with deadlines – even if that deadline is decades in the future! Set specific timelines for your financial goals. This helps prioritize and ensures your savings are on track for the right investments. ?? List Your Motivations: Why do you want to achieve these financial goals? Saying "I want to retire" is a start but dig deeper. Envision your dream retirement – where will you go, what will you do, and who will you share it with? Connecting your goals to your true motivations makes it easier to stay committed when faced with tempting choices. ???? Create a Plan: Just like resolving to skip dessert won't guarantee a fitness goal, setting an arbitrary savings amount won't guarantee financial success. Your financial advisor is your resolution strategist. Work together to review your goals and let them craft a personalized plan to help you reach them. ???? Revisit Your Goals Regularly: Keep up your momentum! Regularly check in on your goals and timeline. Have things changed? Are you following the plan? Any new obstacles to navigate? When your goals are years or decades in the making, it’s easy to get distracted. Regular reviews will keep you on track and remind you what you are working towards. ??? Ready to turn your financial dreams into victories? We're here to support you every step of the way! Let's make 2024 the year you crush those financial goals and secure your success! ????

As we begin a new year, we wanted to take a moment to share a beautiful Irish blessing that perfectly captures the spirit of hope, joy, and kindness. ?? Whether you're looking ahead with excitement or reflecting on the past, may these words inspire and guide you in 2025. Here's to a year filled with happiness, prosperity, and meaningful connections! ?? May there always be work for your hands to do ?, May your purse always hold a coin or two ??, May the sun always shine on your windowpane ??, May a rainbow be certain to follow each rain ??, May the hand of a friend always be near you ??, May God fill your heart with gladness to cheer you ??. -Old Irish Blessing ??

We’re sure you’ve heard that writing down your goals ?? will give you a greater chance of success ??, and doing it the S.M.A.R.T. way takes it to the next level! ?? What are S.M.A.R.T. Goals? Let’s break it down: ?? Specific – Be crystal clear! Instead of saying, “I would like to save more money this year ??,” you should say: “I want to start saving more towards my retirement ???.” ?? Measurable – How much? Attach a real number to it. “I want to start saving $1,000 ?? a month towards my retirement.” ?? Actionable – What steps will this take? “I will set up a direct deposit ?? with my checking account to automatically transfer the money to my retirement account.” ?? Realistic – Dream big ??, be passionate ?? but also practical ??. You need to believe that you can achieve this goal or it won’t seem worth it to try. ? Time – How long will it take to reach your goal? 3 months, 6 months, a year? Set a deadline ???, visualize the finish line ??. BONUS Tip! ?? Display your goals somewhere you can see them daily ??. It will be a reminder to keep you motivated! ?? When you use the S.M.A.R.T. method, it empowers you to make a clear plan ??, take control ??, and achieve your goals ??. Start using S.M.A.R.T. goals today! How do you set goals? Let us know ?? or tag a friend who could use this! ??