| 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

10 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

10 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

10 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

10 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

10 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

10 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

10 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

10 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...