The Seaside Blog

As a wealth management firm, we understand that our clients value stability, reliability, and the assurance that their financial investments are in safe hands. With the recent merger of TD Ameritrade and Schwab, we recognize the concerns that might arise. However, we firmly believe that this union brings a multitude of benefits that will enhance our clients' investment experience and contribute to their long-term financial success. In this blog post, we will explore why the TD Ameritrade and Schwab merge is actually advantageous for our valued clients.

I’m going to tell you a story of a Seaside Wealth client who recently fell victim to a scam. He’s been thoughtful enough to share the details with me, in the hopes of helping others. We will discuss the red flags exhibited by the scammer. Then, we’ll review the major scams currently circulating throughout the United States. And finally, we’ll close with effective strategies you can employ today to help keep your funds safe.

Italy is a dream destination for many travelers. It is a beautiful country with a rich history, stunning architecture, and delicious cuisine. No wonder that Italy is one of the most popular travel destinations in the world right now. Vanessa and I had the good fortune to be invited to a wedding in Italy and I wanted to share some travel tips that we learned while on the journey in hopes it may help you if you choose to go there one day.

Do you have a long-lost retirement account left with a former employer? Learn how to identify lost retirement accounts and reclaim your money.

A look at some Social Security basics everyone should have in mind as they approach retirement age.

Retirement is a big deal. In fact, it’s right up there with getting married, buying your first home, or having a baby. And as it is with any major life change, a bit of forethought and planning can go a really long way with helping you get the best out of your golden years. So let’s discuss retirement planning. Specifically, I want you to think about your retirement in two major “buckets”.