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

Set of keys beside miniature house
James Zahakos | Oct 11, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
Read More
Business page of a newspaper
James Zahakos | Sep 28, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
Read More
Grandmother with child
James Zahakos | Sep 8, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
Read More
Person writing a list in a notebook
James Zahakos | Aug 23, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
Read More
Two women meeting in an office space.
James Zahakos | Aug 9, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
Read More
Woman with graduation cap looking at the sky
James Zahakos | Jul 28, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
Read More
default blog image
James Zahakos | Jul 26, 2023

Paws and Effect - The annual cost of pet ownership and how to reduce costs

Finance
Lifestyle

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little

Read More
default blog image
James Zahakos | Jul 24, 2023

Ups and Downs of Online-Only Banking

Finance

The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients

Read More
Elderly woman and younger woman having a conversation
James Zahakos | Jul 21, 2023

Do You Still Need Life Insurance When You Retire?

Insurance

4 Reasons You May Consider Keeping It

When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The

Read More
Man cleaning floor in restaurant
James Zahakos | Jul 19, 2023

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

Read More
fair lights in hands
James Zahakos | Jul 17, 2023

Preparing for an Early or Unexpected Retirement

Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

Read More
Yellow Volkswagen van on road in desert
James Zahakos | Jul 14, 2023

Using the FIRE Movement to Gain Financial Independence

Retirement
Savings

Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial

Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Current page 4
  • Page 5
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • Next page Next ›
  • Last page Last »

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.