Welcome to Delgado Wealth Management, LLC
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Delgado Wealth Management, LLC, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
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Retirement
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Investment
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Estate
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
Insurance
A well-structured insurance program can help protect your loved ones from the financial consequences of unexpected events.
Tax
Understanding tax strategies can potentially help you better manage your overall tax situation.
Money
Managing your money involves more than simply making and following a budget.
Helpful Content
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.