The Seaside Blog

Historically, small cap stocks have had higher average returns than large cap stocks over the long run. However, Small-cap stocks have been underperforming larger ones for the second longest stretch since the 1930s. But there are signals that small-cap stocks may be coming out of their dark stretch. In today’s video, we are going to show you how to take advantage of todays historically cheap valuations on small cap stocks so you can position yourself to build wealth.

Tax planning is an essential part of preparing for a secure and comfortable retirement. This guide will walk you through the importance of proactive tax planning and offer strategies to help you reduce your tax burden, keeping more of your hard-earned money.

The only 2 things unavoidable in life are death and taxes. While neither of these are fun to talk about, making smart decisions around the inevitable can lead to successful outcomes. While it's never pleasant to talk about the death of our parents, or our own demise, planning for an inheritance is an essential part of your overall financial plan. This is an essential part of financial management that helps ensure your family's future is secure.

As we reach the middle of the year, it's a great time for retirees to check in on their finances. Making sure you don’t run out of money during retirement takes careful planning and regular reviews. Here’s a simple guide to help you stay on track.

Deciding what to do with your old 401(k) when you retire or change jobs can feel overwhelming, but it’s a crucial decision that can significantly impact your financial future. Rolling over your 401(k) into an IRA offers numerous benefits that can enhance your investment experience and help you achieve your retirement goals. Here’s why you should consider rolling over your old 401(k):

Summer is here, and it's the perfect time to travel. Many of our clients love to explore new places, and we get excited to see them take amazing trips. We take pride in knowing our financial planning has helped them travel worry-free. At Seaside Wealth Management, we make sure our clients' Social Security is maximized, Medicare is set up well for travelers, and their retirement income is solid and predictable. Our financial plans include a travel budget and account for inflation, so clients know exactly how much they can spend on their adventures. We hope you get out, enjoy some fantastic vacations, and live like every day is Saturday.