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Review RMDs, Gauge Capital Gains and Fight Fraud This Fall
RETIREMENT AND LONGEVITY Mark your calendar with important tax deadlines and market closures. Review your retirement and investment accounts, monitor for fraudulent activity and reflect on your financial plans as the new year...
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3rd Quarter 2021 - Current Events and a Forward Vision with Tim Werth
A look at the environment that we are in currently as a nation, the financial markets and a forward vision.
Read MoreDorzweiler Has Been Promoted to Chief Operating Officer
Hays, KS - Werth Wealth Management, LLC Cheri Dorzweiler has been promoted to Chief Operating Officer of Werth Wealth Management. Cheri has been with the firm for over 20 years, starting her career during her Junior year at Fort Hays...
Read MoreCheck These Financial To-Do’s off Your Spring Cleaning List
Mark your calendar with important deadlines for taxes, savings account contributions and required minimum distributions. Schedule some time to check in on your accounts, organize important documents and review your credit report....
Read More2021 - Werth Named to Forbes and Barron's Lists
Werth was named to the 2020 edition of the Forbes list of Best in State Wealth Advisors. Forbes has released their Best-In-State Wealth Advisor List for 2020. For a second year in a row, Tim Werth of Werth Wealth Management, LLC has...
Read More12 Financial Resolutions for 2021
Start the new year right by reviewing and revamping your financial plan. Instead of hauling out those familiar New Year’s resolutions about eating less and exercising more, how about focusing on your financial well-being? Here...
Read MoreStart the New Year With an Organized Outlook
Start the New Year With an Organized Outlook Get organized this winter season by updating your financial plan and preparing for tax season. As we approach the start of a new year, schedule some time to check in on your accounts,...
Read More4 Financially Awkward Questions
Though you can ask your advisor anything, some topics are harder to bring up. In an age when you can Google anything, we often feel pressure to know all the answers. Which means asking certain things can make you feel a bit...
Read MoreAmericans Lose Trillions in Social Security
Americans Lose Trillions in Social Security –Elaine Floyd, CFP® According to a recent study, retirees will collectively lose $3.4 trillion in potential income that they could spend during their retirement because they claimed...
Read MoreSocial Security Increases Benefits by 1.3% in 2020
More than 64 million Americans will see the increase in their payments beginning in January. The Social Security Administration has announced a cost of living adjustment (COLA) to recipients’ monthly Social Security and...
Read MoreA Conversation with Tim Werth
A look at the environment that we are in as a nation dealing with COVID 19, the financial markets and a forward vision.
Read More2020 - Werth Ranked #3 Wealth Advisor in Kansas by Forbes
Werth was named to the 2020 edition of the Forbes list of Best in State Wealth Advisors. Forbes has released their Best-In-State Wealth Advisor List for 2020. For a second year in a row, Tim Werth of Werth Wealth Management, LLC has...
Read MoreWerth Ranked #3 Wealth Advisor in Kansas by Forbes
Tim WerthFounding and Managing Member of Werth Wealth Management, LLCFinancial Advisor, RJFS Tim Werth, Founding and Managing Member of Werth Wealth Management, LLC has been named to Forbes Magazine’s list of America’s...
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