| Cape Gazette

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Golf & Finance...Yes There are Similarities!

Loftus Wealth Strategies

9 years ago

It’s no secret that I am a lover of the golf game, playing since I was 5 years old. Avid golfers...
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Weekly Market Update for February 21, 2016 Presented...

Loftus Wealth Strategies

9 years ago

Have you watched our videos and read our articles? Are you curious who Michael Loftus is? Well join...
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6 Ways a Financial Advisor Can Help You!

Loftus Wealth Strategies

9 years ago

So often we get asked - what do you do for your clients or, how exactly can you help us? So we...
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Should you "Stay the Course" in a volatile market.....

Loftus Wealth Strategies

9 years ago

It isn't always easy to make these tough decisions, especially when your retirement is at stake...
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Life Insurance...and Things you Would Rather Do than...

Loftus Wealth Strategies

9 years ago

This time, we are going to talk about one of our client’s favorite topics: life insurance. Well,...
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6 Ways a Financial Advisor Can Help You!

Loftus Wealth Strategies

9 years ago

Many people are on the fence on whether or not they really need a financial advisor. However, with...
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Why You Need a Budget!

Loftus Wealth Strategies

9 years ago

So why do you need a budget? You need a budget because without one you’re likely to spend...
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What is a Budget...and Why You DO Need One!

Loftus Wealth Strategies

9 years ago

One of the most popular resolutions made every new year is to save money or spend less. "I'...
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New Year's Resolutions for Small Business Owners

Loftus Wealth Strategies

9 years ago

It's easy to get bogged down in the day to day grind of owning your own business, believe I...
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Should You Payoff Your Mortgage in Retirement? Yes...

Loftus Wealth Strategies

9 years ago

Should I pay off my mortgage before or during retirement? …..It depends... First do you have other...
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TOP TEN TIPS TO CLOSE OUT THE YEAR AND START THE NEW...

Loftus Wealth Strategies

9 years ago

In my best David Letterman impersonation here are the top ten tips you will need to make sure you...
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Do You Know What an RMD is and if Concerns You?

Loftus Wealth Strategies

9 years ago

First what is RMD? It stands for Required Minimum Distribution. After all those years of growing...
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Should You Save for College or Retirement?

Loftus Wealth Strategies

9 years ago

Yes, we all want to do something for our children’s education. But at the cost of you having a...
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DON'T LET YOUR DREAMS RETIRE!

Loftus Wealth Strategies

9 years ago

CALL US AT 302-251-8901 to learn how we can help you experience the richness of life!
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Why Should You Choose a Small Firm?

Loftus Wealth Strategies

9 years ago

Often, when a new client comes in they always want to know what makes us different. Of course, I...
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Credit Card Chips - Everything you need to know

Loftus Wealth Strategies

9 years ago

This infographic is designed to help users understand the transition to EMV smart chip credit cards...
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Can I Avoid a 10% Penalty Pre 59 1/2?

Loftus Wealth Strategies

9 years ago

If you withdraw money from your individual retirement account before age 59 1/2, you will normally...
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Estate Planning Tips for Women

Loftus Wealth Strategies

9 years ago

http://visual.ly/estate-planning-tips-woman Do you have questions on how estate planning can affect...
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Can I Contribute to More Than One IRA?

Loftus Wealth Strategies

10 years ago

Yes, you can open multiple IRA accounts and they can be held with multiple companies. Again,...
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Social Security and Divorce

Loftus Wealth Strategies

10 years ago

If you are divorced, can you still collect on your ex spouse's Social Security? With Social...