Everything you need to know about a Factora Wealth Circle is just a click away.

Building wealth to support your life now and later requires a little strategy. It also requires having multiple accounts that can support you in your day-to-day life, and your future. 

When you leave a job, what happens to your old 401(k) account? Do you know where all of your retirement accounts are? A 401(k) plan can be a source of retirement savings, but it can be challenging to manage when switching jobs or retiring. Fortunately, you have several options for managing your old 401(k) accounts, and it is never too late to roll over an old account.

Taxes are one of our biggest lifetime expenses. They impact our cash flow, investments, properties, and businesses…not to mention our overall net worth. While they may spark *dread* instead of joy, they still deserve our time and attention—because understanding different strategies to lower your annual tax bill can really add up over time.

So, you've got a large sum of money either from an inheritance, a bonus at work, or money you have saved up, and you are thinking about investing it in the stock market but aren’t sure where to start or how to go about it.

Major changes coming to your IRA and 401(k)s in 2023 — what you need to know.

Should you focus on paying down debt or investing for your future (or both)?