Explaining the Benefits of Asset-Based Long-Term Care
There’s a *70% chance that married couples over age 65 will have one of the spouses requiring long-term care.
In-home, hospice, nursing home, and other related long-term care are costly and can quickly drain a family’s wealth.
What We Mean When We Talk About a Tax-Free Retirement
We’re passionate about building a tax-free future for our clients.
Yes, tax free.
Most people like the sound of “tax free,” but what do we mean when we talk about creating a tax-free retirement? And how do we work to make that happen?
Income Taxes in 2023 | Ep #22
Bruce’s goal is always to move clients to “tax-free” vehicles, meaning repositioning or converting taxable and tax-deferred assets to tax-free vehicles like Roth IRA and 401(k) plans, life insurance retirement plans, and more.
Forbes Best-In-State Wealth Advisor List In Arizona for 2023 – Bruce Hosler
6th Consecutive Year – Bruce Hosler is awarded Forbes Best-In-State Wealth Advisor List for 2023 in Arizona. As the founder of Hosler Wealth Management and with over 26 years of experience in financial planning, Bruce has been instrumental in helping clients navigate through some of the most challenging market cycles in history. His philosophy of […]
Financial Market Quarterly Commentary | April 2023
Markets had a solid March, as a month-end rally helped bring all three major U.S. indices into positive territory for the month. The S&P 500 gained 3.67 percent while the Dow Jones Industrial Average (DJIA) increased 2.08 percent and the Nasdaq Composite notched a 6.78 percent gain.
The Roth 401(k) | Ep #21
You may be familiar with a traditional 401(k) retirement plan, but today Bruce will explain how a Roth 401(k) works, how it’s different, and the benefits associated with it.
What is the Roth IRA 5-Year Rule?
We’re big fans of the Roth IRA at Hosler Wealth Management. It’s one of the key vehicles we use to help our clients build a tax-free retirement.
Avoiding Estate Planning Mistakes, Part 2 | Ep #20
Bruce Hosler and Jon Gay list eight mistakes in the second half of our 2-part series on Avoiding Estate Planning Mistakes.
What Does the Silicon Valley Bank Collapse Mean?
Americans have suddenly witnessed three very large bank failures in only a few days’ time. The first was the collapse last week of Silvergate, also known as “the Crypto bank.”
Avoiding Estate Planning Mistakes, Part 1 | Ep #19
Bruce sits down with Jon Gay for the first of a two-part series on avoiding estate planning mistakes. Sadly, we see these mistakes every day. We’d like to help you avoid them.