Impact – Wealth Management

Middle-age woman managing her investment portfolio

Hint: You Don’t Need to Overpay for Advice to Get Exceptional Service Over the years, I’ve met a lot of smart, successful …

A multi-generational family considering financial planning for their legacy

Because building wealth is one thing. Knowing what to do with it? That’s where the real work—and reward—begins. There’s a moment that …

When she was eight years old, “Susan” lived in the backseat of a Chevy with her parents and two brothers. Today, she …

You can’t drive your financial future by staring at the past. Picture this: You’re at a dinner party. Someone’s bragging about how …

By Richelle Hofer, CEO & Financial Advisor at Impact Wealth Management This post is deeply personal. It’s a reflection I wrote the …

A high-net-worth millennial discussing investment strategies with his financial advisor

Because building wealth is only half the goal—the other half is making it matter. If you’re a millennial with a million-dollar investment …

If you’re getting close to retirement and working with a financial advisor, chances are you’ve been pretty organized. Most of the prospective …

Elderly man looking at financial statements and wondering how much money is enough to retire.

At first glance, financial planning seems like a numbers game: How much have you saved? What’s your withdrawal rate? How are your …

Life, Liberty, and the Pursuit of What Exactly? As we approach the Fourth of July, I’ve been reflecting on that iconic phrase …

Are You Still Doing Things You Don’t Have To? When you start thinking about to enjoy retirement, you’re probably focusing on what …

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