Magnate Wealth Management

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Are you considering a FIRE retirement? Learn the basics here.
06/03/2026

Are you considering a FIRE retirement? Learn the basics here.

This short, informative article teaches the basics of the FIRE movement.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
06/01/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

Many have heard they should avoid probate; do you understand what probate is and how it works?
05/29/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
05/27/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provokin...
05/25/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
05/22/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

Does it make more sense to push back retirement, or not to retire at all?
05/20/2026

Does it make more sense to push back retirement, or not to retire at all?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?
05/18/2026

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?

Get ready to enjoy America’s national park system with this helpful article.

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
05/15/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be insp...
05/13/2026

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

When you retire, how will you treat your next chapter?

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Louisville, KY

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

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