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Resources

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5 Year-End Tax Planning Opportunities

Nathan Sadowski | May 6, 2023
Categories
Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Toddler standing at the bottom of a stone staircase

Investment Strategy: Where You Are Now vs. Where You're Headed

Nathan Sadowski | Apr 6, 2023
Categories
Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Ten key accounting calculator on a soft yellow desk

Organization Tips to Help Take Time off Taxes

Nathan Sadowski | Mar 6, 2023
Categories
Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Man sitting on a park bench and working on a laptop

Financial FAQs

Nathan Sadowski | Feb 6, 2023
Categories
Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.

Creating an Investment Philosophy

Nathan Sadowski | Jan 6, 2023
Categories
Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Hand holding a bill with a red "Past Due" stamp on it

Debt and Retirement: Can You Handle Both?

Nathan Sadowski | Dec 6, 2022
Categories
Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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A row of houses along a canal

Retiring Abroad

Nathan Sadowski | Nov 6, 2022
Categories
Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.

Is it Always Better to Purchase a Home?

Nathan Sadowski | Oct 6, 2022
Categories
Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.

Is Confirmation Bias Affecting Your Investment Strategy?

Nathan Sadowski | Sep 6, 2022
Categories
Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.

Working with an Investment Professional

Nathan Sadowski | Aug 6, 2022
Categories
Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.

Understanding Your True Risk Tolerance

Nathan Sadowski | Jul 6, 2022
Categories
Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Man in a graduation cap and gown

Repaying Student Loan Debt - 4 Tips to Get Started

Nathan Sadowski | Jun 6, 2022
Categories
College
For many, student loans are unavoidable. So how can you tackle them?
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Walnut Creek, CA 94596

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Pacific Excel Wealth Advisors, Inc. (PEWA) is a Walnut Creek based wealth management firm, founded in 2011.  Advisory services are offered through J.W. Cole Advisors, Inc. (JWCA).  (PEWA) and (JWCA) are not affiliated entities. One or more individuals at (PEWA) are registered as Investment Adviser Representatives of (JWCA) with certain State securities divisions. (PEWA) Investment Adviser Representatives receive fee-based compensation in exchange for soliciting advisory services, which are provided by (JWCA) on behalf of (PEWA) clients. Additional information regarding the specific investment advisory services which are offered by (JWCA) can be found in (JWCA’s) Form ADV Part 2A Brochure (the Brochure), which is available on (JWCA’s) website -jw-cole.com.

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