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Blog

An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Gloria Franz | Jun 14, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

Read More
Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Nila Tatum | May 14, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

Read More
Watercolor style picture of 5 carrots sprouting from the ground.
Gloria Franz | Apr 14, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
Read More
A brain surrounded by circles representing brain waves
Nila Tatum | Mar 14, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

Read More
Gloria Franz | Mar 5, 2024

Efficiency Squared

Technology
AI
Investments
Investing
Wealth Management
ChatGPT
Even though technological breakthroughs have been here and have evolved over the years, once again it feels like we’re going through a period of transformation
Read More
Gloria Franz | Nov 6, 2023

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
Read More
Nila Tatum | Nov 6, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
Read More
Couple walking in a field with the ocean in the background
Nila Tatum | Nov 6, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
Read More
Gloria Franz | Nov 6, 2023

Why Women Make Better Investors than Men

Finance
Investments
When it comes to admitting that women are better at certain things, men have a difficult time conceding any degree of supremacy.
Read More

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Office

34220 Gateway Drive,
Suite 100,
Palm Desert, CA  92211

Contact Info

E: info@franztatum.com
P: 760-770-2003

   

Get in Touch

Check the background of your financial professional on FINRA’s BrokerCheck.

The Financial Consultants at Franz Tatum Wealth Management are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors, The Wealth Consulting Group and Franz Tatum Wealth Management are separate entities from LPL Financial.

The LPL registered representative/s associated with this website may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Additionally, our representatives are registered insurance advisors offering services exclusively in the following states: AZ, CA, CO, IL, FL, LA, MA, MT, NC, NE, NM, NV, OR, TN, TX, and WA.

Gloria Romero Franz California 34220 Gateway Drive, Suite #100, Palm Desert, CA 92211 CA Insurance Lic. #0A46101. Nila Lynn Tatum California 34220 Gateway Drive, Suite #100, Palm Desert, CA 92211 CA Insurance Lic. #0C59248

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. 

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