Your pension is already doing what bonds are supposed to do. So why are you doubling up? Most retirees with pensions are leaving serious growth on the table by over-allocating to bonds. Here's the smarter approach.

Is an annuity right for you? James Simon, CPA explains the pros and cons of annuities and why a financial advisor can help you make the right decision.

This webinar, hosted by Andres Garcia Maya, CEO of Zoe Financial, features guest speaker James Simon, CPA and CFP from Renew Wealth Management, discussing the complexities of estate planning and intergenerational wealth transfer.

¿Estás pensando en planificar tu jubilación por tu cuenta? En este video, analizamos dos casos reales de planificación de jubilación casera que no salieron como se esperaba, y qué se podría haber hecho diferente. Desde estrategias fiscales...

We discuss essential financial strategies for veterans and federal workers preparing to retire or transition to the private sector. We talk about building a cash reserve of 6 to 12 months of expenses and optimizing your third savings plan to help...

There's a moment when DIY tax filing stops making sense —and most people miss it.Whether you're a business owner, an investor, or someone whose financial situation just got more complex, knowing when to bring in a CPA can save you...

The One Big Beautiful Bill Act is making headlines — but what does it actually mean for your wallet? In this video, I share my initial thoughts on the key provisions of this legislation and how they could impact your tax strategy. Whether...

Federal employees may be facing uncertainty due to potential mass layoffs and workforce reductions. In this video, we share key financial strategies to help federal employees protect their benefits, manage their TSP, and prepare for possible...

Thousands lost annually. Remember, CPAs aren't typically financial advisors. They stick to taxes, not the broader wealth management. This is where a financial advisor shines. Unlike a CPA's yearly focus, advisors are forward-looking,...

Are you leaving thousands of dollars on the table in retirement? The answer might come down to who is on your financial team. Most people assume their CPA is handling everything — but CPAs and financial advisors serve very different roles. In this...

Helping U.S. Veterans take control of their money with simple, mission-ready financial education. From TSP strategy to retirement planning, debt reduction and smart investing — we give you the tools to build long-term financial freedom. Your...

How 1031 Exchanges Can Save You Thousands on Investment Property We discuss the basics of a 1031 exchange, which allows you to sell an investment property and reinvest the proceeds into a new one without paying capital gains taxes immediately....

Many veterans are overpaying on their taxes without realizing their benefits haven’t been fully approved. 🇺🇸 It’s time to get informed and claim what’s rightfully yours! ✅💰 If you’re a veteran—or know one—this video is for you. Send me a...

Planning for retirement doesn’t have to be confusing or stressful. Whether you’re a veteran or not, taking small steps today can make a huge difference in your future. In this video, we’ll show you how to set goals, understand your savings...

At Renew Wealth Management, we help veterans and individuals 50+ build a secure and confident retirement through personalized financial strategies. Our focus areas include: ✅ Tax Reduction Strategies ✅ Retirement Income Planning ✅ Investment R...