Creating confident investors with a sane and intelligent approach to investing. We believe that traditional financial planning has failed.
At Betzel Wealth Advisors, our goal is to help you discover your true purpose for money and create peace of mind around your financial life. Through our strategy of global investing, we are participating in and encouraging the growth and development of free markets around the world. Let us show you why we're different.
10/18/2020
The Upcoming Election and YOUR Portfolio! Discipline wins the Election.
Politics & Your Portfolio Markets are efficient. No matter who wins the election or what party is in control of Congress, markets find a path forward. Discipline wins every election!
10/06/2020
Should You Retire During a Pandemic? 3 Things You Should Know | Kiplinger You may have no choice but to retire early, so make these three crucial assessments now to see where you stand.
10/06/2020
The secret to happiness - Proper work-life balance The on-going pandemic outbreak has changed every aspect of our life Be it health businesses economies- everything has become volatile
10/01/2020
Why You Should Update Your Will or Make One If You Haven’t Already Why You Should Update Your Will or Make One If You Haven’t Already 0 comments Share This Post Now! Your will explains how you want your assets distributed after your death and who you want to be your children’s guardian. Circumstances can change and the instructions you gave in the past may no l...
10/01/2020
Entrepreneurship Should Be Prioritized Amid COVID-19 Governments at all levels should do more to support and sustain new businesses.
09/29/2020
7 steps to successfully merge finances with your significant other It can be challenging to develop a financial plan as a couple. Here's how to talk numbers and budgets when you're combining finances.
09/29/2020
Ask Your Mentor These 40 Questions As long as you have a mentor, you might as well make the most of it.
09/24/2020
How to jump-start your retirement savings when you are in your 30s You should have two times your salary saved by the time you are 35, according to Fidelity Investments.
09/24/2020
5 Ways Organizations Can Get the Most out of an Executive Coach Set them — and your executives — up for success.
09/22/2020
Now’s the Time for Estate Tax Planning | Kiplinger There's a wealth of opportunity with IRS interest rates at an all-time low and the federal estate and gift tax exemption at an historic high.
09/22/2020
7 Business Leaders Share Their Self-Care Secrets September is National Self-Care Awareness month, the perfect time to reflect on whether you're taking your wellness seriously
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