The Skill to Advise. What's your risk number?
The Wisdom to Listen.
"A goal without a plan is just a wish."
~Antoine de Saint-Exupery
FRANZ TATUM WEALTH MANAGEMENT is a boutique wealth management firm offering individuals and their families, business owners and nonprofit organizations the resources to pursue the goal of simplifying and protecting their wealth in a comprehensive manner. We help clients set and implement clear goals aligned with their needs, values, and objectives.
We understand that life's purpose and balance are always changing. No single approach will work for everyone or even for an entire lifetime. Through formal and informal interchange of thoughts and information, your financial balance can be understood, planned, and pursued. Life is too short to follow someone else's plan - we find balance only when we follow our own.View Our Services
FRANZ TATUM WEALTH MANAGEMENT advisory team brings over 60 years of collective financial service experience.Learn More
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Four vacation destinations you might never have thought of.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Here are five facts about Social Security that might surprise you.
When should you take your Social Security benefit?
Smart investors take the time to separate emotion from fact.