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Steven Fenyves | Feb 13, 2021

The Basics of Paycheck Protection Program Loans: Round Two

The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses, had to juggle childcare while working

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Steven Fenyves | Feb 9, 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Steven Fenyves | Jan 6, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Steven Fenyves | Jan 6, 2021

How to Plan Long-Term Care Before You Need It

Finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

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Steven Fenyves | Oct 8, 2020

Valued Wealth Management Newsletter | September 2020

Most Large Employer Health Plans Include Telemedicine. Over the past five years, employer enthusiasm for telemedicine benefits has surged.
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Steven Fenyves | Oct 8, 2020

Valued Wealth Management Newsletter | August 2020

We've made it to August. The coronavirus is still with us. In places like Florida, Texas and Arizona, it's more rampant than ever. Please stay safe! The stock
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Steven Fenyves | Oct 8, 2020

Valued Wealth Management Newsletter | July 2020

Happy July Everybody! The big news is that we have a new office. The new mailing address is...
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Steven Fenyves | Oct 8, 2020

Valued Wealth Management Newsletter | June 2020

June is arriving and Summer is just around the corner. Most of us have refrained from making our normal vacation plans, but that does not have to mean staying
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Steven Fenyves | Sep 9, 2020

4 Education Investment Accounts to Grow College Savings

Investments

Are you anxious about rising higher education costs? College can be a valuable experience, but it’s becoming less affordable since costs are growing at approxim

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Steven Fenyves | Sep 9, 2020

5 Ways to Safeguard Your Finances Against a Second Wave of Coronavirus

Finance

The Coronavirus pandemic has affected us all in ways that we didn’t anticipate at the start of the year, especially when it comes to our finances. And

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Retirement For Small Business Owner | Valued Wealth Management
Steven Fenyves | Sep 9, 2020

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

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Early Retirement Planning | Valued Wealth Management Services
Steven Fenyves | Sep 9, 2020

Preparing for an Early or Unexpected Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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