Magnate Wealth Management

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Concerned about identity theft? Some things to leave at home.
09/02/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Do you have a will? Is it updated?
08/31/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these i...
08/28/2026

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these important changes and what they mean for retirement strategy.

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

Health-care coverage (including Medicare) typically does not cover extended medical care.
08/26/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial ...
08/24/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Do you know how to make a social impact with your investments? Read more now.
08/21/2026

Do you know how to make a social impact with your investments? Read more now.

Learn about the rise of Impact Investing and how it may benefit you.

You've allocated your assets; you just may not realize it yet.
08/19/2026

You've allocated your assets; you just may not realize it yet.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Wondering about your choices for putting aside money for retirement? Learn more about your options.
08/17/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Estimate the total amount you may need saved to support your desired retirement lifestyle.
08/14/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Do global and international mutual funds complement or conflict with each other?
08/12/2026

Do global and international mutual funds complement or conflict with each other?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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Louisville, KY

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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