Hamilton Wealth Advisors

Tag: retirement planning

10 Steps to a Happy and Healthy Retirement

10 Steps to a Happy and Healthy Retirement

After Decades of Hard Work, You Deserve a Fulfilling Retirement Most of us spend our working years with one overarching goal in mind: retirement. You plan and save and invest, all so that when the day comes, you can finally enjoy the golden years you’ve dreamed of. Of course, many retirees find themselves struggling to […]

IRA Contributions and Distributions: Optimizing for the Upcoming Year

Optimizing your IRA and strengthening it for your retirement years requires proactive strategies and annual assessments.

As the year concludes, it’s an opportune time to assess and optimize your Individual Retirement Account (IRA) strategies for the upcoming year. Whether you have a Traditional IRA or a Roth IRA, understanding the nuances of contributions and distributions is key to maximizing the benefits of these retirement savings vehicles. Read on to explore strategies […]

Appears on ABC 33/40’s Talk of Alabama to Offer Financial Tips on How Parents Can Back to School Shop Without Breaking the Bank

Wilbert Hamilton Appears on ABC 33/40’s Talk of Alabama to Offer Financial Tips on How Parents Can Back to School Shop Without Breaking the Bank

Wilbert Hamilton Appears on ABC 33/40’s Talk of Alabama to Offer Financial Tips on How Parents Can Back-to-School Shop Without Breaking the Bank | Hamilton Wealth Advisors Founder Provides Key Insights on Back-to-School Spending and Managing One’s Finances Birmingham, AL– With experts predicting back-to-school spending to grow 6.7% from 2019 and 5.5% from 2020, Wilbert […]

Wilbert Hamilton Offers Financial Advice on ABC 33/40’s Talk of Alabama Regarding Stimulus Checks, Other Federal Payments, and Budgeting Amid the Pandemic

Wilbert Hamilton Offers Financial Advice on ABC 33/40’s Talk of Alabama Regarding Stimulus Checks, Other Federal Payments, and Budgeting Amid the Pandemic

 Wilbert Hamilton Offers Financial Advice on ABC 33/40’s Talk of Alabama Regarding Stimulus Checks, Other Federal Payments, and Budgeting Amid the Pandemic | Hamilton Wealth Advisors Founder Provides Key Insights on Pandemic Relief and Managing Finances During Covid Birmingham, AL– With varying degrees of federal pandemic-related relief programs, like stimulus checks, Americans should understand […]

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Investment advisory services are offered through Hamilton Capital Advisors, LLC, a state-Registered Investment Advisor. Insurance and annuities offered through Hamilton Wealth Advisors, LLC. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hamilton Capital Advisors, LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. Any comments regarding safe and secure products and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products.

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