Artha Wealth Advisors

09/01/2026

In yoga, Anees often talks about sending love to the people you care about. In financial planning, that idea becomes surprisingly practical.

When I teaches sunrise yoga three mornings a week, the class is not only about movement. It is also about intention.

One of the ideas I return to week after week is the importance of filling yourself with love, then sending that love outward to the people you care about.

That may sound like something that belongs on the yoga mat, but it has a very real place in financial planning.

Because caring for people is not only emotional. It can also be practical. It can mean getting organized, making thoughtful decisions before they become urgent, and putting protection in place so the people you love are not left with unnecessary confusion or uncertainty.

08/31/2026

Over the next decade, women are set to control up to $30 trillion in financial assets. But wage gaps, caregiving responsibilities, and life changes like divorce can all impact long-term outcomes.

Women investors are doing things differently—trading less, thinking long-term, and staying curious. This isn’t about catching up. It’s about moving forward with confidence.

Let’s talk about what’s next.

Source: Forbes.com, March 30, 2026

08/18/2026

The way Anees starts three mornings a week says a lot about how he thinks about financial habits.

It may come as a surprise to people who know me as a financial advisor, that I’m also a yoga instructor. I teach sunrise classes every Monday, Wednesday, and Friday and I’ve been doing it for years.

That kind of consistency does not happen because every morning feels easy. It happens because the practice has become part of the rhythm of life.

There is something important in that for your financial life.

So much of planning is not dramatic. It is not one perfect decision or one moment where everything suddenly becomes clear. It is the rhythm you build over time, the habits you return to, and the structure that keeps supporting you even when life is busy.

That is why financial habits matter. They reduce the need to constantly restart, rethink, or rely on motivation.

08/09/2026

Books have a way of opening doors to worlds we never expected to find. On National Book Lovers Day, we're celebrating all the readers, dreamers, and curious minds who know that the best adventure often starts on page one.

What book(s) made an impression on you? Post in the comments!

08/04/2026

Three mornings a week, Anees teaches yoga before most people have started their day.

One phrase from that practice has a lot to do with how he thinks about money.

07/30/2026

You don’t need to feel uncertain about your financial future.

At Artha Wealth Advisors, we work with people just like you; smart, capable individuals who still feel unsure about where to begin, or what comes next.

Our approach is grounded in partnership. We take the time to understand what matters most to you, and then we help you build a plan that supports the life you actually want to live.

In this short video, you’ll hear what makes us different, how we work with our clients, and why clarity - not just money - is the real outcome we care about.

If you’ve been carrying the weight of financial stress, we’d love to help lift it.

07/25/2026

Turning 59 isn’t just another birthday. It can be one of the last opportunities to meaningfully boost retirement savings before the focus shifts from accumulating money to using it wisely.

Know where you stand: Benchmarks can help, but your real target depends on spending, health care, Social Security, and lifestyle goals.
Use catch-up options: Higher contribution limits can help late-career savers make the most of peak earning years, especially before retirement begins.

Plan for withdrawals: Staying invested, building a cash buffer, and timing Social Security can all affect how long savings last. Now is the time also to look at required minimum distributions for your tax deferred accounts so you have time to make changes.

See what financial advisors say to review in the years just before retirement:

Age 59 can be a key turning point, when the focus shifts from building savings to planning withdrawals. See how your retirement nest egg compares to others this age.

07/23/2026

Did you spot a small charge, such as 37 cents, on your statement? That unexplained "phantom payment" is a scammer testing if your account is active before making larger, fraudulent withdrawals. Learn how to spot this warning sign and protect your money:

Notice a strange bank account charge? It might be a phantom payment. Here’s how scammers use them and how you can detect bank fraud early.

07/21/2026

Many business owners plan to fund retirement by selling their company someday. But a profitable business and a sellable business aren’t always the same thing.

Profit doesn’t guarantee a buyer: Buyers want a company that can run without the founder. If sales, relationships, or daily decisions depend on you personally, the value may be lower than expected.

The transition window is getting crowded: Millions of small businesses are expected to change hands by 2035, which could mean more sellers competing for qualified buyers.

Start earlier than feels necessary: Strong exits usually take years of preparation, from documenting systems to building a team that can operate independently.

Finally, business owners should put together a team of professionals to advise and handle the sale. Marketing, legal, accounting, insurance and wealth advisory professionals work together to advise on a sale.

If your exit strategy is “sell the business someday,” here’s more about what that requires:

Many business owners expect selling their company to fund retirement. Learn why business readiness is the missing piece of retirement planning.

07/19/2026

Are you storing cash in Venmo, PayPal, or Cash App? This convenient habit puts your money at risk. Find out why, and discover safer alternatives that protect your cash and earn interest:

Keeping money in PayPal, Cash App, Venmo, or another P2P payment app puts your money at risk. Here’s why, and what to do instead.