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1538 The Greens Way, Suite 105
Jacksonville Beach, FL 32250
904.685.1505 info@vanwiefinancial.com
904.685.1505 info@vanwiefinancial.com

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Precious Metals Investing May Improve

August 10, 2022
In times of rising uncertainty, increasing inflation, and market turmoil, such as 2022 so far, investor preferences trend toward certain investments that are perceived as “safe havens” and stores of value. Among the likely recipients of investment dollars are annuities and precious metals. Fixed annuities are thought to hold their value during market pullbacks, and […]
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Yes, Words Do Mean Things Hold On to Your Wallets

August 3, 2022
In the Vice-Presidential debate of 2008, Sarah Palin uttered the famous line, “Say it ain’t so, Joe.” That was said to Joe Biden, but this week I was reminded of Sen. Joe Manchin, who previously would not support the latest Democrat spending bill until he saw July’s inflation numbers. Sen. Manchin suddenly couldn’t wait, so […]
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Tax 2021 – Not Too Late Small Business Retirement Plans

July 27, 2022
Assuming you don’t have some unusual, complicated tax situation, we assume that your 2021 Income Tax Return has already been filed. For most people, income taxes are now “out of sight, out of mind” until next spring. However, some small businesses and self-employed people may still have a chance to improve their situations retroactively, simultaneously […]
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Thinking Charitably in July (Do it Right)

July 20, 2022
Believe it or not, more than half of 2022 is in the rear-view mirror, and it is time to start planning year-end financial concerns. For many of us that includes tax considerations, including charitable contributions. Simply sending money to favorite qualified charities does not assure receiving the most favorable tax outcome. It is not much […]
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The Invisible Cost of Living

July 13, 2022
When was the last time you looked at your paystub? Yes, I realize that there is no paper stub attached to your nonexistent paper paycheck, but that doesn’t mean it went away. It is probably available online, or you can ask your employer for a copy. Due to the absence of physical paystubs, most people […]
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Suggestions Before a Market Recovery

July 7, 2022
As financial planners, our goal is to assess current economic and market conditions and then design portfolios and select assets that have a good chance of being successful in whatever environment we encounter. Today we have very challenging financial markets, and we recently finished the worst half-year start in market history. Hardest to understand is […]
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Following S.E.C.U.R.E. ACT 2.0

June 29, 2022
Life expectancy has been rising since the earliest humans walked the Earth. Only in the last 30,000 years or so did the concept of a living grandparent become a reality. People just didn’t live long enough to see their own children give birth. Overall, Americans are enjoying lengthier life spans and improved quality of life. […]
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Millennials’ New Pastime Has Many Benefits

June 22, 2022
America’s much-maligned Millennial Generation (born between 1981 and 1996) have taken a lot of guff from media, parents, and comedians. Frankly, much of it was earned, as they attended expensive colleges, received some essentially worthless degrees, went heavily into debt, and moved back into their parents’ homes. Somehow, time heals most wounds, people grow up, […]
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Claiming Social Security While Working

June 15, 2022
Options for claiming Social Security benefits are as numerous as individual personal financial situations. Explaining all the options is not possible in a single Blog. Today, we look at people who are still earning income, but contemplating filing for Social Security benefits as well. Simple rules of thumb can assist people in making “now or […]
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1538 The Greens Way, Suite 105
Jacksonville Beach, FL 32250
904.685.1505info@vanwiefinancial.com

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Van Wie Financial is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site for informational purposes only and should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security or advisory service in any jurisdiction where such solicitation, offer, or recommendation would be unlawful or unauthorized. The information provided should not be relied upon as the sole factor in an investment making decision. Past performance is no guarantee of future results.