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Blog

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Allen Taylor | Nov 29, 2021

How to Avoid Emotional Investment Choices

Investments

 

 

Investing is a marathon, not a sprint. It takes guts to stick to your plan and avoid selling into a bad market. “Buy low, sell high” seems easy enough

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Allen Taylor | Nov 26, 2021

The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Finance

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several

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Allen Taylor | Nov 15, 2021

What are Employee Stock Options, and why should I care?

Finance

As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, the benefits are enormous. In this

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Allen Taylor | Nov 12, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Allen Taylor | Nov 5, 2021

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Allen Taylor | Nov 1, 2021

5 Year-End Tax Planning Opportunities for the Savvy Investor

Tax Planning

Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year

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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Allen Taylor | Oct 29, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Allen Taylor | Oct 18, 2021

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Allen Taylor | Oct 15, 2021

Investment Tips for All Seasons

Investments

If you’ve been investing in stocks or bonds for a while, you may feel like you have an understanding of this precarious trade. You may even be making plans to

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Buildings
Allen Taylor | Oct 11, 2021

How to Look for Investing Opportunities during the COVID-19 Crisis

Investments

Intro

With a new bear market settling in, new opportunities for a prosperous investment can feel few and far between. However, this current bear market caused

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An exit sign in a modern office building
Allen Taylor | Oct 8, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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laptops&Desk
Allen Taylor | Oct 4, 2021

3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach

Finance

 

Intro

When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all, who

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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to become our clients' trusted advisors.

 

Locations

Birmingham, AL Office
2100 Riverchase Ctr, Suite 408
Birmingham, AL 35244

Booneville, AR Office
1623 Ridgeview Dr
Booneville, AR 72927

Lake Charles, LA Office
4902 Ihles Rd, Suite C
Lake Charles, LA 70605

Houston, TX Office
4328 West Alabama St
Houston, TX  77027

Atlanta, GA Office
3350 Riverwood Pkwy, Suite 1900 Atlanta, GA 30339

 

Contact Info

Email | info@wsllc.us

Birmingham, AL Office
Phone | 205-397-3333
Toll-Free | 866-746-6839

Booneville, AR Office
Phone | 479-675-6089

Lake Charles, LA Office
Phone | 337-477-3721
Toll-Free | 800-460-6299

Houston, TX Office
Phone | 713-621-7563

Atlanta, GA Office
Phone | 205-397-3333

 

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Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC.  Investment Advisory Services offered through Csenge Advisory Group (CAG), Registered Investment Advisor.  Wealth Strategies, LLC, is not affiliated with LSF or CAG.  This site is published for residents of the United States only.  Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined.  Not all services referenced on this site are available in every state and through every advisor listed.  For additional information, please contact Allen Taylor at 866-746-6839 or allen@wsllc.us.

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