Author: Chris Siska
Kevin Swanson Discusses the Perils of Sudden Wealth at a Young Age with Financial Times
After finding success as actors, athletes, musicians or influencers, many young people have quickly multiplied their wealth in recent years. While these success stories are admirable and exciting, if their…
Tax Planning Should Be a Year-Round Conversation
With the October 15 tax deadline upon us, Potentia Wealth CEO Kevin Swanson and Potentia Tax’s Rachita Wadhwa, CPA sat down to discuss some practical advice on the benefits of…
Don’t Let Tax Law Changes Impact Your Financial Future
With the October 15 tax deadline upon us, Potentia Wealth CEO Kevin Swanson and Potentia Tax’s Rachita Wadhwa, CPA sat down to discuss some practical advice on the benefits of…
Don’t Let FOMO Control Your Taxes
With the October 15 tax deadline upon us, Potentia Wealth CEO Kevin Swanson and Potentia Tax’s Rachita Wadhwa, CPA sat down to discuss some practical advice on the benefits of…
Kevin Swanson on Yahoo Finance: What Investors Should Consider as the Debt Ceiling Deadline Approaches
The U.S. Congress is currently at a crossroads: either raise the debt ceiling by October 18 or have the Treasury default for the first time in history. To learn more…
The Faster Car
When I purchased solar panels for my house, I had them put extra panels on my roof in preparation for my next vehicle, which would be completely self-driving and long-distance…
What the Debt Ceiling?!?!
The media and political pundits have had a new focus to worry their American viewers: the debt ceiling. However alarming the headlines make it sound, this is not a new…
Navigating Healthcare and Aging: Event Replay
As part of our work with you, our team brings together groups of experts to answer questions and provide guidance in the many areas of your financial life. Few areas…
The Sandwich Generation
Sandy Swanson shares her perspective on balancing the needs of aging parents and support for adult children without sacrificing your sanity. As life expectancy is increasing and young adults are…
Mid-Year Outlook Webinar Replay
With the COVID-19 pandemic and corresponding lockdowns spreading across the world, 2020 was a year unlike any other. Here at Potentia Wealth, we hoped that 2021 would be the year…