Welcome to Abound Wealth Strategies, LLC
As Independent financial advisors we are able to offer our clients the highest level of personalized service and focus solely on their best interest. Without a doubt, investments play an important role in helping our clients reach their dreams. Our targeted advice and comprehensive approach to handling our clients insurance needs, cash-flow management, retirement income, estate planning, college planning and business needs; has allowed our professionals to spend the last decade adding clarity to the path of our clients dreams.
On our site you will find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value in working with our skilled professionals to pursue your financial goals.
Newsletters
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Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
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Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
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What Happens to Your Time Horizon at Retirement?
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
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Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Lease Payment
How much would your monthly lease payment be?
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Car Affordability
How much can you afford to pay for a car?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.