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Resources

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How Do I Know if a Financial Professional is the Right Fit?

Nathan Sadowski | May 6, 2022
Categories
Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Parents holding their child's hands. The child is jumping

Sending Your Kids to College: What Should You Really Expect?

Nathan Sadowski | Apr 6, 2022
Categories
College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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Hands holding a small wrapped present

Charitable Giving: Doing Your Due Diligence

Nathan Sadowski | Mar 6, 2022
Categories
Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Professionally dressed man and woman looking at a tablet

Why Financial Professionals Are Still Important

Nathan Sadowski | Feb 6, 2022
Categories
Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Financial Resolutions: 7 Tips to Keep You Accountable

Nathan Sadowski | Jan 6, 2022
Categories
Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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Social Security Facts for 2022

Nathan Sadowski | Dec 6, 2021
Categories
Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.

Divorce and Retirement: Here’s What You Need to Know

Nathan Sadowski | Nov 6, 2021
Categories
Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Grandmother and granddaughter knitting together

Retirement as a Single Woman

Nathan Sadowski | Oct 6, 2021
Categories
Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Woman in a suit holding a piece of paper. She is in an office setting.

Pre-Retirement Preparedness: Planning for Your Career Exit

Nathan Sadowski | Sep 6, 2021
Categories
Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Group of young professionals in a meeting. They are in a casual office setting

Money Management 101: Tips for Your Kids Entering the Workforce

Nathan Sadowski | Aug 6, 2021
Categories
Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know how to practice healthy financial habits.
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Nathan Sadowski | Jul 8, 2021
Categories
Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Man sitting at a long table in front of a window. He is looking at his phone.

Passive Income Investments: How to Make Your Money Work for You

Nathan Sadowski | Jul 8, 2021
Categories
Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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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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