Author: Potentia Wealth
Sandy Swanson Discusses Money Mistakes to Avoid When Getting Divorced with Real Simple
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,…
Kevin Swanson Discusses Tax Management for Portfolios with U.S. News & World Report
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…
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…