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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Welcome to CBD Wealth Management

CBD Wealth Management coordinates the financial affairs of a select group of families and businesses across the Gulf Coast. With our background in the legal, banking and financial services industries, our team is uniquely qualified to create a clear strategy for pursuing your financial goals. CBD Wealth is a full service, financial advisory firm, utilizing various resources to implement our financial strategies.

Wealth Client Process

For individuals and families, the CBD Wealth Client Process is a 5-step process that pinpoints your specific needs and provides us with a roadmap to simplify your financial life and prioritize your long term goals.

Retirement Plan Solution

The 6-step CBD Retirement Plan Solution provides a simple, focused and balanced strategy to assist business owners in plan design, administrative support and compliance for company retirement plans.

Our Library

Our library has a list of helpful documents that are updated regularly. They provide advice and guidance on a variety of different investment fronts: economy, markets, asset allocation and products.

 

Helpful Content

How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

 

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

9 Facts About Social Security

There are things about Social Security that might surprise you.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is the Dividend Yield?

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

Historical Inflation

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

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

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

Managing Your Lifestyle

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

Your Cash Flow Statement

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

Protecting Those Who Matter Most

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

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Saving for College 101

Here’s a crash course on saving for college.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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