Welcome to Silverlake Wealth Management
Our company is dedicated to meeting our client’s financial challenges head on and to lift the burden of dealing with the complexities of personal finance and investing. We align our interests with those of our clients as we are an independent locally owned financial advisory practice and deliver only unbiased objective advice. We seek the opportunity to present the value of our custom-tailored planning and to help simplify our clients’ financial lives. We measure our success not only in results but in the loyal relationships we establish with our clients and the positive impact we can make in their lives.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
U.S. Personal Savings Rate
What can be learned from the savings rate?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
At what point can you call a personal vehicle commercial?
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Are you ready for retirement? Here are five words you should consider.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Investors seeking world investments can choose between global and international funds. What's the difference?
A bucket plan can help you be better prepared for a comfortable retirement.
What are your options for investing in emerging markets?
Even low inflation rates can pose a threat to investment returns.