Bruce Hosler

  7 Common Estate Planning Mistakes & How to Avoid Them Estate planning is a critical component of a comprehensive financial plan. Anyone can easily misunderstand its complexities and nuances, leading to costly mistakes if not done the right way. Let’s explore seven common mistakes people often make with estate planning and how you can avoid them.   Failing to

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  Breaking Down the Basics of Estate Planning You’ve worked hard to build your wealth but as the old saying goes, “You can’t take it with you.” What do you want your wealth and assets to do after you’re gone? This is the question you answer through the estate planning process — a critical component to everyone’s financial and retirement

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Market Update— Quarter Ending June 30, 2023 Presented by Bruce Hosler — Quick Hits Equity Markets Surge in June Fixed Income Faces Challenges Economy Continues to Grow Debt Ceiling Concerns Fade Market Risks Are Shifting Positive Outlook for Second Half of the Year  Equity Markets Surge in June June was a strong month for equity markets as resolution of the

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How Property Owners Can Limit Taxes with a 1031 Exchange Our team at Hosler Wealth Management focuses on limiting the amount of taxes our clients pay as they approach and enter retirement. One tax-saving tool is the 1031 exchange. Let’s look closer at what it is and how it can help you limit your tax liability. What is a 1031

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Breaking Down the Benefits of Asset-Based Long-Term Care There’s a *70% chance that married couples over age 65 will have one of the spouses requiring long-term care. In-home, hospice, nursing home, and other related long-term care are costly and can quickly drain a family’s wealth. At Hosler Wealth Management, we work with our clients to use the proper tools and

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What We Mean When We Talk About a Tax-Free Retirement At Hosler Wealth Management, we’re passionate about building a tax-free future for our clients. Yes, tax free. Most people like the sound of “tax free,” but what do we mean when we talk about creating a tax-free retirement? And how do we work to make that happen?   How We

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6th Consecutive Year – Bruce Hosler is awarded Forbes Best-In-State Wealth Advisor List for 2023 in Arizona. As the founder of Hosler Wealth Management and with over 25 years of experience in financial planning, Bruce has been instrumental in helping clients navigate through some of the most challenging market cycles in history. His philosophy of providing exceptional client service is

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Market Update— Quarter Ending March 31, 2023 Presented by Bruce Hosler — Quick Hits Markets Rebound in March Strong March for Fixed Income Bank Stress Worries Markets Economic Updates Are Positive Risks Are Worth Monitoring Outlook Is Still Promising Markets Rebound in March Markets had a solid March, as a month-end rally helped bring all three major U.S. indices into

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What Is the Roth IRA 5-Year Rule & How Does It Affect My Retirement Planning? We’re big fans of the Roth IRA at Hosler Wealth Management. It’s one of the key vehicles we use to help our clients build a tax-free retirement. The Roth IRA is an amazing tool, but much like other retirement vehicles, it’s not without certain regulations

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What Does the Silicon Valley Bank Collapse Mean for Investors? Presented by Bruce Hosler Americans have suddenly witnessed three very large bank failures in only a few days’ time. The first was the collapse last week of Silvergate, also known as “the Crypto bank.” Soon after, we read the news of both Silicon Valley Bank (SVB) and Signature Bank collapsing.

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