Eastwind Capital Wealth Management - Westerville, Ohio

921 Eastwind Drive,
Suite 101
Westerville, OH 43081

 

Blog

Friday, May 19, 2023

Finding a financial advisor is a crucial step towards achieving your financial goals. A financial advisor can provide valuable guidance on investment strategies, retirement planning, debt management, and other financial issues. In this...

 

Wednesday, May 17, 2023

Income planning is the process of developing a strategy to generate and manage your income to achieve your financial goals. Whether you are saving for retirement, building wealth, or simply trying to live within your means, income...

 

Wednesday, May 3, 2023

Financial planning is the process of creating a strategy to help you manage your money and achieve your financial goals. It is a critical step towards ensuring a stable financial future and requires careful consideration and planning....

 

Tuesday, August 10, 2021

When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration (SSA) estimates that today’s average 65-year-old woman will live to...

 

Wednesday, July 7, 2021

With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be at the height of your earning power and fast approaching peak savings as you lay the...

 

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Tuesday, June 1, 2021

Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, you see smoke...

 

Wednesday, May 5, 2021

Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 60 is growing. The United Nations estimates that by 2050 the number of people aged 60 and older will have more than doubled.¹ As our...

 

Tuesday, April 6, 2021

For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main sources: SOCIAL SECURITY Social Security is the government-administered retirement income program. Workers become...

 

Thursday, March 4, 2021

American actor Lee Marvin once said, “As soon as people see my face on a movie screen, they knew two things: first, I'm not going to get the girl, and second, I'll get a cheap funeral before the picture is over.”1 Most...

 

Wednesday, February 3, 2021

U.S. Supreme Court Justice Warren Burger is famous for more than just his time on the bench. When he died in 1995, he left a 176-word will that gave no specific power to his executors.1 As a result, he reportedly cost his estate tens...

 

Tuesday, January 5, 2021

FINANCIAL DOCUMENTS Joint Ownership Durable Power of Attorney Living Trust What does it do? Enables you to own property jointly with another person Authorizes someone to handle legal and financial decisions if you become incapacitated...

 

Wednesday, December 2, 2020

We all know that the more complicated a password is, the better. They should include a mixture of numbers, punctuation marks and symbols, and uppercase and lowercase letters. Or should they? Recent research into password security has...

 

Tuesday, November 3, 2020

Many of us hope to leave something behind for our loved ones when we pass away. But the probate process is complex. To understand how to better manage potential probate fees, let’s explore what probate is and how the process...

 

Tuesday, October 27, 2020

Whether you’re applying for Social Security in the future or currently receiving benefits, there are some important changes to earnings limits, Medicare premiums, and other differences to keep in mind. Ready to learn more? Read...

 

Tuesday, October 20, 2020

For most Americans, Social Security has represented nothing more than some unavoidable payroll deduction with the positively cryptic initials of “FICA” and “OASDI” (Federal Insurance Contributions Act and Old...

 

Tuesday, October 13, 2020

In a recent survey, 74% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? To answer that question requires an...

 

Monday, October 5, 2020

Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you. The Social Security trust...

 

Thursday, June 18, 2020

Gain More Control Over Your Employer-Sponsored 401k or 403b Plan Here’s the situation: Your employer offers an advantageous retirement plan and you take full advantage of it every paycheck. However, how much say do you actually...

 

Monday, May 11, 2020

Every commercial, news broadcast and PSA uses the phrase “uncertain times” when describing the current level of worldwide volatility. But that’s not how we see the world at Eastwind Capital Wealth Management.

 

Thursday, April 2, 2020

Investing in US Treasuries. In the world of “Safe Money,” nothing compares to buying US Treasuries. The reason is simple: There is never any risk.