Skip to main content
Fortis Wealth Group logo
menu
  • Home
  • About
    • About Fortis
    • Our Team
    • Our Philosophy
    • Our Process
    • Who We Serve
    • About LPL Financial
  • Services
    • Retirement & Financial Planning
    • Business, Liquidity & Exit Planning
    • Private Wealth Management
    • Estate & Legacy Planning
    • Insurance - Life, Health & Disability
    • Employer Benefits Review
  • Resources
    • Blog
    • Financial Calculators
    • Useful Links
  • Events
  • Contact

Blog

Woman sitting on a rock looking out at lake. In the distance is a large mountain range
James Zahakos | Feb 15, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
Read More
Parent reading a book to their newborn child
James Zahakos | Feb 13, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
Read More
Man sitting on a park bench and working on a laptop
James Zahakos | Feb 10, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
Read More
A calculator and a pen on top of a graph
James Zahakos | Feb 8, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More
Woman in a suit holding a piece of paper. She is in an office setting.
James Zahakos | Sep 9, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
Read More
Grandmother and granddaughter knitting together
James Zahakos | Sep 9, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
Read More
Group of young professionals in a meeting. They are in a casual office setting
James Zahakos | Sep 9, 2021

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • Page 10
  • Current page 11

Get in Touch

101 Crawfords Corner Road
Suite 4125
Holmdel, NJ 07733

P: 917-968-6420
F: 732-444-5944
E: info@fortiswg.com

Book a Meeting

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Fortis Group Advisors, LLC, a registered investment advisor. Fortis Group Advisors, LLC and Fortis Wealth Group, LLC are separate entities from LPL Financial.

© 2025 Fortis Wealth Group. All rights reserved.