Acumen Wealth Advisors believes in the value and power of education.  We routinely deliver relevant information, so you may make informed decisions on important financial matters.  One of Acumen’s educational tools is our newsletter, Market Insights. We encourage you to sign up for Market Insights to stay up to date with changes in current economic conditions and learn more about our firm’s perspective and investment strategies.

Acumen’s Community Involvement

We had a great day at Boulé Scholarship Golf Classic!

It was a beautiful today for a golf tournament and Acumen was proud to be a sponsor for the 6th…

Financial Planning

Checklist: As a High-Income Taxpayer, How Might President Biden’s Tax Plan Affect Me? 2021

President Biden’s administration has outlined a tax policy built upon the agenda introduced during his campaign. Biden’s tax plan focuses…

Acumen News

Happy Mother’s Day!

Today we honor and celebrate all the special women in our lives – mothers, grandmothers, mother-in-laws, sisters, aunts, friends, caregivers,…

Financial Planning

Flowchart: Do I Need to Start Making Estimated Federal Income Tax Payments for 2021?

Income tax planning is critical to solid financial planning. Navigating our complicated federal pay-as-you go income tax system can be…

Retirement

Four Basic Steps for a Successful Retirement

We know that most plan participants are not financial experts, and that can make planning for retirement difficult. Fortunately, there…

Acumen’s Market Insights & Commentaries

Q1 2021 Market Commentary

First Quarter Recap The first quarter brought political change and increased optimism that reprieve from the global pandemic is within…

Retirement

Are You Ready for an Audit?

Several events can trigger a DOL or IRS audit, such as employee complaints or self-reporting under the annual submission of…

Acumen News

Easter Greetings!

Our team at Acumen wishes you a very Happy Easter!  May this holiday help you focus on the beauty of…

Retirement

Three Tax Tips as You Approach or Begin Retirement

Retirement is a whole new phase of life. You’ll experience many new things, and you’ll leave others behind – but…

Economy

What’s in the $1.9 Trillion American Rescue Plan Act (ARPA)?

The American Rescue Plan Act of 2021 (ARPA) was signed into law on March 11, 2021. This $1.9 trillion stimulus…

Acumen News

Welcome Jill Green to Acumen!

We are happy to announce Jill Green has partnered with Acumen Wealth Advisors as a Real Estate Strategist! She serves…

Acumen’s Market Insights & Commentaries

The Big Case for Single-family Real Estate

When considering real estate as an investment, there are two predominant questions to consider.  What is the best TYPE…