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Kollar Wealth Advisors, LLC

At Kollar Wealth Advisors, LLC, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.



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5 Smart Investing Strategies

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.

Retirement Plan Distributions

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement.

An Inside Look at Retirement Living

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

 

Helpful Content

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

 

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Surprises

Making the most of surprises is a great reason to work with us.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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