Caleb Huftalin – Advisor Spotlight Caleb is a one of Catalyst Wealth Managements newest advisors. Caleb is a tremendous asset to Catalyst. He and his wife Stacey and son Levi are building their life and family in Cumming Georgia. I recently sat down with...
Articles, practical advice and tips
Financial Planning
It’s Your Move
We all desire to make good decisions, right? Of course we do. Is there a decision around the corner that you’re struggling with making? How about a decision you’re simply doing your absolute best to avoid? How do we know what the right move is and...
Honey…Have You Read the Directions?
It’s Your Move: Part 2 In this series we are looking at the different ways individuals make their financial decisions. In the last session we asked the question, what would life be like if we could eliminate financial mistakes? What would that mean to you or even...
What Goes Up….
Weekly Update – February 13, 2012 As the old expression goes; what goes up must come down. During the final minutes of trading, the Dow Jones Industrial Average trimmed its gains, falling 89.23 points, or 0.7%, locking in a weekly loss of 0.5%. For the day,...
Personal Finance Fiscal Shape Up
Forsyth County News (Cumming, GA) Personal Finance Fiscal Shape-Up Winter time to re-evaluate money matters Crystal Ledford cledford@forsythnews.com Published: January 12, 2012 As a follow up to the News Years Resolutions article from Crystal Ledford on January...
2011 Tax Planning Tips
Year-end tax planning is especially challenging this year because of ongoing uncertainty related to whether Congress will enact sweeping tax reform. And even if there is no major tax legislation in the near future, Congress will still have to deal with a number of...
Why Independence?
Recently my firm Catalyst Wealth Management went through a transition into a different business model of the financial services industry; the Independent Model. Thankfully throughout this process we have maintained a great relationship with our previous Broker Dealer,...
The Sugar Shak Principle
While at Rosemary Beach this week, I had the pleasure of taking my six-year-old twins to the famous Sugar Shak Candy Store for a treat. While it would have been easy to think we were only there for the candy, it turns out the Sugar Shak provided a great lesson. From...
Wealth Objectives
Do you have any Wealth Objectives? (LOL, go ahead… insert the jokes here!) I say that because recent economic times have caused many people to question, worry, and even try to forget or ignore what’s going on within their financial plans. Please read on and...
Baby Boomers In Retirement
It is unfortunate that there is any fear surrounding retirement. Even with the best planning and techniques many still worry. Some worry about worrying. There are ways to create a greater since of certainty regarding retirement, thus reducing or eliminating fear. If...