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3001 Aloma Avenue
Suite 106
Winter Park, FL 32792

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LaForest Wealth Management

(407) 951-7324

 
Social Security: By the Numbers Women and Retirement The Cost of Procrastination

See the Forest through the Trees



Today’s economic environment presents many challenges. Our independent firm allows us to offer you comprehensive advice and solutions that is tailored to your individual needs. 

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial and legacy questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

We are focused on you, your plan, and your success.



Helpful Content

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

 

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Surprises

Making the most of surprises is a great reason to work with us.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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