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Resources

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Nathan Sadowski | May 6, 2025
Categories
Investments

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Nathan Sadowski | Apr 6, 2025
Categories
Investments
Retirement
Tax Planning

How to Dive into Business Succession Planning: 10 Key Questions

Nathan Sadowski | Mar 6, 2025
Categories
Investments
Finance
Tax Planning

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Nathan Sadowski | Feb 6, 2025
Categories
Tax Planning
Investments
Retirement
Estate Planning
Real Estate

Planning for the Future: Essential Steps to Secure Your Retirement

Nathan Sadowski | Jan 6, 2025
Categories
Retirement
Savings
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5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Nathan Sadowski | Dec 6, 2024
Categories
Retirement

5 Damaging Myths About Money Talks & the Facts Behind Them

Nathan Sadowski | Nov 6, 2024
Categories
Investments
Finance
Lifestyle
Savings
Family
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How to Reprogram & Improve Your Money Mindset

Nathan Sadowski | Oct 6, 2024
Categories
Finance
Investments
Savings

4 Pervasive Myths About Inflation

Nathan Sadowski | Sep 6, 2024
Categories
Investments
Finance
Digital art image of a business person looking through a large set of binoculars.

3 Investment Factors that Don’t Drive Long-term Returns

Nathan Sadowski | Aug 6, 2024
Categories
Investments
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Practical Tips: How to Avoid These 4 Estate Planning Missteps

Nathan Sadowski | Jul 6, 2024
Categories
Finance
Lifestyle
Estate Planning
An elderly woman wearing brightly colored, hip clothing doing a funny pose.

Longevity in Retirement & What You Should Know

Nathan Sadowski | Jun 6, 2024
Categories
Investments
Retirement
Finance
Savings
Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.

Top 4 Social Media Money Scams & How to Spot Them

Nathan Sadowski | May 6, 2024
Categories
Investments
Finance
Lifestyle
Privacy
Savings
Watercolor style picture of 5 carrots sprouting from the ground.

4 Financial Mistakes to Avoid this Spring

Nathan Sadowski | Apr 6, 2024
Categories
Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
A brain surrounded by circles representing brain waves

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Nathan Sadowski | Mar 6, 2024
Categories
Investments
Finance
Lifestyle
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Investors & the Markets: What to Watch Out for in an Election Year

Nathan Sadowski | Feb 6, 2024
Categories
Investments
Finance
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Negotiating a Great Mortgage in a High Rate Environment

Nathan Sadowski | Jan 6, 2024
Categories
Investments
Property
Real Estate
Finance
Man reading newspaper next to laptop and phone

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Nathan Sadowski | Dec 6, 2023
Categories
Investments
Savings
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Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Nathan Sadowski | Nov 6, 2023
Categories
Investments
Retirement
Savings
Estate Planning
Risk Management
Business page of a newspaper

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Nathan Sadowski | Oct 6, 2023
Categories
Investments
Savings
Risk Management
Person writing a list in a notebook

How to Stop Subconsciously Sabotaging Your Financial Goals

Nathan Sadowski | Sep 6, 2023
Categories
Lifestyle
Investments
Finance
Savings
Woman with graduation cap looking at the sky

Navigating the Post-Cancellation Era of Student Loans

Nathan Sadowski | Aug 6, 2023
Categories
Finance
Education
College
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Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Nathan Sadowski | Jul 6, 2023
Categories
Lifestyle
Savings
Finance
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How to Boost Your Financial Literacy: 5 Simple Tips for Success

Nathan Sadowski | Jun 6, 2023
Categories
Finance
Education
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5 Year-End Tax Planning Opportunities

Nathan Sadowski | May 6, 2023
Categories
Tax Planning
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Investment Strategy: Where You Are Now vs. Where You're Headed

Nathan Sadowski | Apr 6, 2023
Categories
Investments
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Organization Tips to Help Take Time off Taxes

Nathan Sadowski | Mar 6, 2023
Categories
Tax Planning
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Financial FAQs

Nathan Sadowski | Feb 6, 2023
Categories
Finance
Retirement
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Creating an Investment Philosophy

Nathan Sadowski | Jan 6, 2023
Categories
Investments
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Debt and Retirement: Can You Handle Both?

Nathan Sadowski | Dec 6, 2022
Categories
Retirement
A row of houses along a canal

Retiring Abroad

Nathan Sadowski | Nov 6, 2022
Categories
Retirement
Lifestyle
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
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Is Confirmation Bias Affecting Your Investment Strategy?

Nathan Sadowski | Sep 6, 2022
Categories
Investments
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
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
Man in a graduation cap and gown

Repaying Student Loan Debt - 4 Tips to Get Started

Nathan Sadowski | Jun 6, 2022
Categories
College
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How Do I Know if a Financial Professional is the Right Fit?

Nathan Sadowski | May 6, 2022
Categories
Finance
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Sending Your Kids to College: What Should You Really Expect?

Nathan Sadowski | Apr 6, 2022
Categories
College
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Charitable Giving: Doing Your Due Diligence

Nathan Sadowski | Mar 6, 2022
Categories
Finance
Tax Planning
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Why Financial Professionals Are Still Important

Nathan Sadowski | Feb 6, 2022
Categories
Robo Advisors
Finance

Financial Resolutions: 7 Tips to Keep You Accountable

Nathan Sadowski | Jan 6, 2022
Categories
Finance
Savings

Social Security Facts for 2022

Nathan Sadowski | Dec 6, 2021
Categories
Retirement
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Divorce and Retirement: Here’s What You Need to Know

Nathan Sadowski | Nov 6, 2021
Categories
Retirement
Savings
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Retirement as a Single Woman

Nathan Sadowski | Oct 6, 2021
Categories
Retirement
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Pre-Retirement Preparedness: Planning for Your Career Exit

Nathan Sadowski | Sep 6, 2021
Categories
Retirement
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Money Management 101: Tips for Your Kids Entering the Workforce

Nathan Sadowski | Aug 6, 2021
Categories
Savings
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
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Passive Income Investments: How to Make Your Money Work for You

Nathan Sadowski | Jul 8, 2021
Categories
Investments
Savings
Mother and daughter cooking and laughing

Making the Most of Your Tax Return

Nathan Sadowski | Jul 8, 2021
Categories
Tax Planning
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The Basics of Keeping a Balanced Investment Portfolio

Nathan Sadowski | Jul 6, 2021
Categories
Investments
Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.

Living the Dream: How to Plan for Your Ideal Retirement

Nathan Sadowski | Jun 6, 2021
Categories
Retirement
Woman writing in a paper planner with a pen

Retirement Calculator: Are You On Track to Reach Your Goals?

Nathan Sadowski | May 6, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Nathan Sadowski | Apr 6, 2021

How do I know if my Financial Advisor is the Right Fit?

Nathan Sadowski | Mar 16, 2020
Categories
Finance
Stock

How to Avoid Emotional Investment Choices

Nathan Sadowski | Mar 16, 2020
Categories
Investments
Stock Image

The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Nathan Sadowski | Mar 16, 2020
Categories
Finance
Stock Image

What are the benefits of Diversifying my Investments?

Nathan Sadowski | Mar 16, 2020
Categories
Investments
Stock

The Value of Investing with a Financial Advisor Instead of a Do-It-Yourself Approach

Nathan Sadowski | Mar 16, 2020
Categories
Investments
Stock Image

What are Employee Stock Options, and why should I care?

Nathan Sadowski | Mar 16, 2020
Categories
Finance
 

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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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