PRIVATE WEALTH MANAGEMENT


cost of investments

What’s with the Labor Department’s Fiduciary Rule, and Why Should You Care?

I’ve written elsewhere on my blog about the importance of working with an investment adviser who operates with your best interests in mind at all times. It may be confusing, but it is really important to investors, savers and retirees to understand. It comes down to knowing with whom you are dealing, and what their […]

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Use Your Tax Refund To Grow Your Nest Egg

According to the Internal Revenue Service, the average tax refund for 2015 was $3,120. It is forecasted that the average tax refund will be even higher for 2016.1 Continual increases in tax refund amounts indicates that many individuals are paying the government money that they could have benefited from throughout the year if their finances […]

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FAFSA: Is It Worth Your Time?

Absolutely. For most parents, college funding is central to your financial life. It is one of the largest investments you’ll make as your child becomes an adult. You’re expecting to pay for four years of college, but don’t be surprised if extra time is required for your child to complete his degree. He may even […]

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CFP, ChFC and CLU Certifications

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What our clients say

Working with Blair Wealth Management has given us peace of mind because we know we are prepared for the future. Mark Blair has been our advisor for 15 years and has consistently helped our family successfully manage critical areas of our lives. He has worked closely with us to develop comprehensive plans that include major expenses such as our child’s education and our retirement. The sense of peace that comes from having a trusted advisor is invaluable.

Peter Schuyler – 609.714.9508 Read more

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Welcome to Blair Wealth Management

Thank you for considering us in your quest to achieve lifelong wealth and happiness. We strive to provide you with the easiest access to the necessary information for creating a life abundant with monetary, intellectual, and meaningful accomplishments.

Browse the many articles on our blog to learn how you can employ our approach in realizing a prosperous and purposeful life. As you explore, share your comments. Your feedback will help us continue to provide the best wealth management resources available. Contact Mark Blair at 610-908-6271 for additional assistance or to schedule a free consultation.


Recommended Reading

The Little Book on Meaning: Why We Crave It, How We Create It
by Laura Berman Fortgang

As a prominent self-help author and a pioneer in the field of life coaching, Laura Berman Fortgang has spent decades helping people figure out what they want to do with their lives. And so it was a bit of a surprise when a theme she heard repeatedly from her clients emerged in her own thinking and would not be dismissed: Her work didn’t feel as “meaningful” to her as it once had. It was one of those big realizations one has from time to time.

View Book on Amazon


Insights

Three areas of significant impact – money, career and family – deserve to be thoroughly examined to help you plan for your year ahead. Each of these areas is central to your sense of prosperity as well as a meaningful and fulfilled life. When one area is out of balance, the others often follow with a potentially exponential increase in possible negative outcomes. When all three are in balance and aligned, get ready for a great year!

Click to read the full article, Money, Career & Family: Planning for the Year Ahead.