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Current Blog Articles

The Missing Piece to Your 401(k): Plan Design

Plan design may be what your financial advisor missed. As a small business owner, you are working hard every day to run your business and keep your operations running efficiently. It is often easy to overlook personal financial matters. You may feel the pressure around tax time to pay tax expenses. You may also look at your bottom line and […]

Joshua D. Zorger, CFP® Carmel Indiana SmartVestor Pro

Joshua D. Zorger, CFP®, is a Carmel Indiana SmartVestor Pro who was selected by Dave Ramsey and the Ramsey Solutions organization to help with your retirement, college savings and other investments. Each SmartVestor Pro is interviewed and vetted to make sure they align with Dave’s common sense principles and ethical standards. Josh is passionate about […]

Joshua D. Zorger, CFP® Honored with the 2016 Five Star Wealth Manager Award

Carmel, IN (PRWEB) September 16, 2016 Five Star Professional is pleased to announce Joshua D. Zorger, CFP®, Fortitude Private Wealth, has been chosen as one of Indianapolis’s Five Star Wealth Managers for 2016. Five Star Professional partnered with Indianapolis Monthly to recognize a select group of Indianapolis-area wealth managers who provide quality services to their […]

Investment Advice and Controlling Your Cost

It is important to minimize unknown variables with investing. One variable that can be minimized is the cost you pay for investment advice. When reviewing someone’s investment statement, it is not uncommon that I discover that this investor may not know what fees they are paying. In fact, I would say this is quite common. […]

Industry Leading Financial Software

Fortitude Private Wealth utilizes eMoney Advisor to help our clients organize their financial life. By providing our clients a personal financial website, they are encouraged to collaborate with their financial advisor. This also helps to monitor the progress of their financial accounts in real-time. The eMoney Advisor software is a value-added benefit and service. This powerful financial […]

What is a Cash Balance Plan?

A Cash Balance Plan may be one of the most appropriate strategies available for a Small Business Owner to save more income on a pre-tax basis, while also potentially reducing their personal income taxes. A Cash Balance Plan is a Qualified Retirement Plan that offers tax deferral and creditor protection under ERISA. Because of Legislative […]

Why Maximize Social Security?

Why Maximize Social Security? Over the next 17 years, almost 70 million baby boomers will turn 62 at a rate of over 11,000 per day.¹ Most of these individuals have been conditioned by the media and the financial services industry to believe that Social Security should not be relied upon because it may not be solvent […]

What is a Donor-Advised Fund

What is a Donor-Advised Fund? A Donor-Advised Fund is a charitable giving vehicle administered by a public charity. It is created for the purpose of managing charitable donations on behalf of an organization, family or individual. A donor-advised fund offers the opportunity to create an easy-to-establish, low cost, flexible vehicle for charitable giving as an […]

Certified Financial Planner Fortitude Private Wealth
600 E Carmel Drive, Ste #159
Carmel, IN 46032
Phone: 317-819-8550