Rochester Wealth Strategies - Advisor Articles | Rochester, MI

Advisor Articles

Enjoy content authored by the team at Rochester Wealth Strategies.

Featured Article

A Strategy to Serve Always Succeeds

Volatility Returns with a Vengeance

Friday, April 03, 2026 - Rochester Wealth Strategies Content

By Mike M Skoric, CFA®

Changes to Charitable Giving Deductions

Friday, April 03, 2026 - Rochester Wealth Strategies Content

"By Xenia Woltmann IACCP®, AWMA™ "

Catch-Up Contribution Changes for Those Over 50

Friday, January 30, 2026 - Rochester Wealth Strategies Content

"By Julie Lobaza, AWMA® "

The Federal Reserve: How Low Can Rates Go?

Friday, January 02, 2026 - Rochester Wealth Strategies Content

Mike Skoric, CFA®

Private Equity in Plain English: The Inner Workings and Risks

Friday, January 02, 2026 - Rochester Wealth Strategies Content

Nelson Knill, CFP®

Smart Year-End Giving Strategies

Friday, December 12, 2025 - Rochester Wealth Strategies Content

By Julie A. Lobaza, AWMA®

The Fed's Dilemma - Inflation or Jobs?

Friday, September 26, 2025 - Rochester Wealth Strategies Content

By Mike Skoric, CFA

Gifting

Tuesday, September 30, 2025 - Rochester Wealth Strategies Content

By Xenia Woltmann

Stablecoins

Friday, August 22, 2025 - Rochester Wealth Strategies Content

By Nelson Knill, CFP

Is Dividend Investing Worth It?

Friday, July 18, 2025 - Rochester Wealth Strategies Content

By Dominic Garcia

Kickin' the Can

Friday, June 27, 2025 - Rochester Wealth Strategies Content

By Mike Skoric, CFA

ABLE Accounts: A Smart Strategy for Disability Planning

Wednesday, June 18, 2025 - Rochester Wealth Strategies Content

By Julie Lobaza

Employee Stock Benefits

Thursday, May 29, 2025 - Rochester Wealth Strategies Content

By Xenia Woltmann

5 Strategies to Tackle Capital Gains

Wednesday, March 26, 2025 - Rochester Wealth Strategies Content

By Dominic Garcia

When is it a Good Time to Do a Roth Conversion?

Thursday, April 24, 2025 - Rochester Wealth Strategies Content

By Julie Lobaza

Trump 2.0 - Initial Thoughts

Thursday, March 27, 2025 - Rochester Wealth Strategies Content

By Mike Skoric

2025

Three Opportunities in a Down Market

March 14, 2025 | By Xenia Woltmann

Do You Need a Financial Advisor?

March 3, 2025 | By Julie Lobaza

New Year - Time to Review Your Financial Plan

February 10, 2025 | By Xenia Woltmann

To Retire or Not to Retire

January 20, 2025 | By Dominic Garcia

2024

Market Talk with Mike Skoric

December 16, 2024 | By Mike Skoric

Year End Tax Strategies

November 25, 2024 | By Julie Lobaza

Preparing for Retirement - Part 3

November 4, 2024 | By Dominic Garcia

The Fed Acts - Finally!

October 14, 2024 | By Mike Skoric

Preparing for Retirement - Part 2

September 23, 2024 | By Dominic Garcia

Preparing for Retirement - Part 1

September 2, 2024 | By Dominic Garcia

Retirement Strategies for Business Owners

August 12, 2024 | By Julie Lobaza

Retirement Strategies for Business Owners

Financial Strategies for Those Over 70

July 22, 2024 | By Dominic Garcia

Alternative Investments for Alternative Times

July 2, 2024 | By Mike Skoric

What is The Widow's Penalty?

June 10, 2025 | By Xenia Woltmann

The Retirement Savings Time Bomb

May 20, 2024 | By Dominic Garcia

How to Maximize an Inheritance

April 29, 2024 | By Julie Lobaza

Bits & Pieces About Bitcoin

April 8, 2024 | By Mike Scoric

Steps to a Backdoor IRA

March 18 2024 | By Julie Lobaza

Creating a Successful Succession Plan

February 26, 2024 | By Xenia Woltmann

The New 3-Legged Stool

February 5, 2024 | By Dominic Garcia

Setting Realistic Expectations for 2024

January 15, 2024 | By Mike Skoric

2023

Understanding RMDs

December 11, 2023 | By Julie Lobaza

Evaluating Buyout Options

November 20, 2023 | By Xenia Woltmann

4th Quarter Investment Update

October 30, 2023 | By Mike Skoric

The Social Security Bridge

October 9, 2023 | By Dominic Garcia

Should You Place an IRA in a Trust?

September 18, 2023 | By Julie Lobaza

Losing a Spouse or Loved One

August 28, 2023 | By Xenia Woltmann

Fearing Retirement?

August 7, 2023 | By Xenia Woltmann

Time Buckets

July 17, 2023 | By Dominic Garcia

Reasons for Cautious Optimism

June 26, 2023 | By Mike Skoric

Effective Roth IRA Strategies

June 5, 2023 | By Julie Lobaza

The Art of Advanced Planning

May 5, 2023 | By Dominic Garcia

Investment Update

April 24, 2023 | By Mike Skoric

Evaluating Buyout Options

March 23, 2023 | By Xenia Woltmann

What is a Cost Segregation Study

March 13, 2023 | By Julie Lobaza

Investment Update

February 20, 2023 | By Mike Skoric

What is Your Business Worth?

January 30, 2024 | By Dominic Garcia

The Secure 2.0 Act

January 9, 2023 | By Xenia Woltmann

2022

Market Talk with Mike Skoric

December 12, 2022 | By Mike Skoric

Roadmap to Retirement

November 21, 2022 | By Julie Lobaza

Year End Tax Strategies

October 24, 2022 | By Julie Lobaza

Data Dependency in Action

October 6, 2022 | By Mike Skoric

Evaluating Your Pension Options

September 18, 2022 | By Dominic Garcia

Women, Wealth, and Wisdom

August 19, 2022 | By Xenia Woltmann

An Overlooked Tax Strategy

August 8, 2022 | By Dominic Garcia

Investment Reset

July 18, 2022 | By Mike Skoric

What Are ABLE Accounts?

June 20, 2022 | By Julie Lobaza

Opportunities in a Down Market

May 25, 2022 | By Xenia Woltmann

Risk of Loss Beyond Market Returns

May 9, 2022 | By Xenia Woltmann

What Is Reverse Gifting?

April 12, 2022 | By Xenia Woltmann

Tax-Efficient Philanthropy

April 3, 2022 | By Dominic Garcia

Unique Challenges that Business Owners Face

March 14, 2022 | By Xenia Woltmann

Time for a Beneficiary Review

February 21, 2022

An Epic 2022 Battle – Earnings vs. Inflation

January 31, 2022 | By Mike Skoric

Roth IRA’s for Minors

January 10, 2022 | By Julie Lobaza

2021

Optimizing Your Legacy

December 13, 2021 | By Dominic Garcia

The Retirement Savings Sweet Spot

November 23, 2021 | By Dominic Garcia

Back to Basics

November 1, 2021 | By Xenia Woltmann

Looking for More Out of Your Savings?

October 11, 2021 | By Brad Sorenson

Today’s Investment Challenges

September 20, 2021 | By Mike Skoric

New Tax Proposals

August 30, 2021 | By Xenia Woltmann

Should You Consider a Roth Conversion?

August 9, 2021 | By Bradley Sorenson

Employee Stock Benefits

July 16, 2021 | By Xenia Woltmann

Women, Wealth, and Wisdom

July 6, 2021 | By Xenia Woltmann

5 Overlooked Retirement Strategies

June 21, 2021 | By Rochester Wealth Strategies

Thinking Ahead When It Comes to Taxes

June 7, 2021 | By Xenia Woltmann

What is a Donor-Advised Fund?

May 17, 2021 | By Julie Lobaza

SOCIAL SECURITY PART II

April 26, 2021 | By Xenia Woltmann

SOCIAL SECURITY PART I

April 5, 2021 | By Xenia Woltmann

Bitcoin – A Simple Story

March 22, 2021 | By Dr. George Yang

ARE YOU THE MILLIONAIRE NEXT DOOR?

March 1, 2021 | By Dominic Garcia

Global Asset Allocation

February 01, 2021 | By Mike Skoric

Are Your Finances Too Transactional?

January 11, 2021 | By Xenia Woltmann

2020

An Overlooked Tax Strategy

December 14, 2020 | By Dominic Garcia

The Evolution of ETF’s

November 23, 2020 | By Dr. George Yang

What is the Difference Between Fee-Based and Fee-Only Advisors?

November 2, 2020 | By Julie Lobaza

Considering Retirement?

October 12, 2020 | By Xenia Woltmann

How Much Cash is Too Much?

September 21, 2020 | By Dominic Garcia

What to Do When You’ve Lost Your Wallet or Purse

August 31, 2020 | By Xenia Woltmann

Financial Planning for Business Owners

August 10, 2020 | By Xenia Woltmann

The Value of One Advisor

July 20, 2020 | By Dominic Garcia

Job Change? Now What?

June 29, 2020 | By Xenia Woltmann

401(k), IRA… HSA?

June 8, 2020 | By Dominic Garcia

Retirement Is Not About How Much Money You Have

May 18, 2020 | By Dominic Garcia

Expect a Check!

April 6, 2020 | By Dominic Garcia

The Coronavirus and Your Retirement Plan

March 9, 2020 | By Dominic Garcia

The Future of Social Security

February 10, 2020 | By Dominic Garcia

Publications are intended to be a source of education regarding a variety of financial topics. RWS is neither an attorney nor a CPA, and no publication should be interpreted as legal or tax advice. In addition, it should not be assumed that any such publication serves as personalized advice from RWS, or any other investment professional. Due to various factors, including changing market climate and tax laws, certain publications may be outdated or no longer relevant. Always consult a trusted advisor to discuss your unique financial situation.