With 2022 and potential tax changes approaching quickly, U.S. News & World Report spoke with Potentia Wealth CEO, Private Wealth Advisor & LPL Registered Principal Kevin Swanson for insight on tax…
Going through a divorce is difficult enough. The last thing you want is for it to destroy your financial future. Unfortunately, this happens time and time again for many individuals,…
Congress is currently negotiating possibly raising tax rates for individuals, corporations and capital gains. While the results of these negotiations remain unseen, it is important for investors to thoughtfully prepare…
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…
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…
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…
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…
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…
The simple, powerful reason to focus on your financial health is to take good care of yourself and the ones you love. We’ll help you do both.