Private Wealth Management.

“Two roads diverged in a wood, and I - I took the one less traveled by, and that has made all the difference.” ~Robert Frost

Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, Ann Treml-Olson helps you plan your future with confidence.

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By Ann Treml-Olson, CFP®, Senior Wealth Manager at WorkOptional

Volatility is scary and it’s definitely something you don’t want to see on a regular basis.  But, it is a part of investing, and there are some things you can do to gain more peace of mind.

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By Marc D. Langva, CFP®, Founder & CEO at WorkOptional

Do you want the black sheep in the family, or the probate court to make important financial decisions when you pass away?  Probate fees, legal challenges, frozen assets & unexpected financial liabilities are some of the things you can expect if you don’t have an estate plan.  Whether you are working or retired, single or married, wealthy or not, careful estate planning can benefit you and your beneficiaries in more ways than one.

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As featured in South Lake Neighbors Magazine (June 2019)

By Marc D. Langva, CFP®, Founder & CEO at WorkOptional

SLN Magazine June 2019

Picture this…you just received a big inheritance, a large settlement, a huge sports contract, or better yet, you just won the lottery!  No worries now, right?  Wrong.

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As featured in South Lake Neighbors Magazine (April 2019)

By Marc D. Langva, CFP®, Founder & CEO at WorkOptional

How Do You Manage
Money And Marriage?

When couples get engaged, they are excited to plan for their special day.  But newly engaged couples need to think past the wedding day and figure out how they will begin to manage their financial lives together.  As most of us know, money in the number one issue that couples argue about.

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As featured in South Lake Neighbors Magazine (March 2019)

By Marc D. Langva, CFP®, Founder & CEO at WorkOptional

Why do you save? Why do you invest? What is all that hard work for? What is your purpose? It’s because you have a vision, a dream, and certain expectations for you and your family’s future, right? If you answered yes to this question then I’ll assume that you have some sort of plan in place. If you don’t, you’d better get moving…

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As featured in South Lake Neighbors Magazine (February 2019)
By, Derick Gallagher, J.D., Tax, Business & Private Wealth Manager

2018 was a monumental year for tax reform. Substantial tweaks and modifications were made in an attempt to keep that economic engine purring along. Read on to learn some unconventional tax strategies.

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YEAR-ROUND STRATEGIES TO MAKE THE TAX LAWS WORK FOR YOU

For the complete guide, please click here: 2019 02 01 Tax Article


By Mark Hulbert, Columnist
Published by MarketWatch: Oct 1, 2018

Opinion: Stock investors can no longer ignore the next bear market
The biggest obstacle to long-term investment success is “the dogma that you must beat the S&P 500 during bull markets.”

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By Neal Freyman
Published by Morning Brew | October 31, 2018

Wake Me Up When October Ends
Can you really blame Wall St. for cueing up Mariah Carey?

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