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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Fine-Tuning with Sector Funds
The stocks in the S&P 500 are classified by 11 sectors, each of which responds differently to market conditions.
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Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
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Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
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HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.