Motive Wealth Management SM

10/17/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

10/16/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

10/15/2026

Have you heard of the "Saver's Credit?" If you meet certain criteria, you could be eligible for up to a \$2,000 tax credit.

The journey into retirement requires a strategy. Check out these tax and investment strategies to help you grow your wealth.

10/14/2026

Ben Franklin used compound interest to make big contributions to his two favorite cities.

10/13/2026

Even if you’re young and single, you should still consider protecting yourself with insurance.

Even if you’re young and single, you should still consider protecting yourself.

10/12/2026

Tracking cash flow provides a clear view of your finances, highlighting tax-advantaged opportunities and enabling you to make informed decisions. Explore how cash flow management can help you stay on track and create tax savings.

Looking to minimize taxes? Learn how understanding cash flow can help you keep more of your money and work toward your goals.

10/10/2026

What actually happens when the U.S. government shuts down?

10/09/2026

How can you help your family feel confident about the future? Talk to them. Discuss your financial values and plans.

Start a discussion with your adult kids about generational family finances. Share your retirement and financial goals.

10/08/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

10/07/2026

Passing down a legacy isn’t only about what transfers on paper.

It’s also largely about communicating and passing down your family’s values.

Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.