United Financial Advisors

United Financial Advisors

Providing financial confidence and dignity in every stage of life. Do you picture yourself owning a new home, starting a business, or retiring comfortably?

These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in. Financial planning is a process that can help you target your goals by evaluating your whole financial picture, then outlining strategies that are tailored to you individual needs and available resources. United Financial Advisors, owned by Brad Lewis, CRPC, is here to help you with all of your investment needs. Give us a call today and let's reach your financial goals. Securities and Advisory services offered through Royal Alliance Associates, Inc., Member FINRA/SIPC. United Financial Advisors is a marketing designation. http://royalalliance.com/disclosures/socialmedia

Operating as usual

ufadvisors.net

The Latte Lie and Other Myths

The truth is a little more complicated with these personal finance idioms.

ufadvisors.net Do you know these three personal finance sayings?

ufadvisors.net

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams

ufadvisors.net Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

ufadvisors.net

Thinking of Retiring Abroad?

You’ll need to weigh several factors before retiring abroad.

ufadvisors.net However exciting retiring abroad may sound, it deserves considerable planning.

ufadvisors.net

Social Security: By the Numbers

Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity

ufadvisors.net Here are five facts about Social Security that might surprise you.

ufadvisors.net

The Anatomy of an Index

The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500

ufadvisors.net The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

ufadvisors.net

Women on the Rise

Did you know that women control 51% of all personal wealth in the United States?

ufadvisors.net Explore the growing influence women wield over the economy with this handy infographic.

[12/07/20]   NOT A GREAT RETURN - An American male retiring at age 65 in 2020 who has earned the maximum taxable wage for Social Security
taxes every year during his working career ($137,700 in 2020) is projected to have paid $741,000 (stated as a 2020 present value number)
in lifetime Social Security taxes but is projected to receive just $533,000 (stated as a 2020 present value number) in lifetime benefits(Tax Policy Center)

ufadvisors.net

Choosing a Retirement Plan that Fits Your Business

Does your business have a retirement strategy that fits your short, long-term needs?

ufadvisors.net To choose a plan, it’s important to ask yourself four key questions.

ufadvisors.net

Earnings for All Seasons

Earnings season can move markets. Find out why.

ufadvisors.net Earnings season can move markets. What is it and why is it important?

ufadvisors.net

A Bucket Plan to Go with Your Bucket List

Consider a bucket plan to go with your bucket list.

ufadvisors.net A bucket plan can help you be better prepared for a comfortable retirement.

ufadvisors.net

Retirement Income and the Traditional Portfolio

Is your retirement portfolio subject to “sequence of returns” danger?

ufadvisors.net Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

ufadvisors.net

Social Security: The $64,000 Question

When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire

ufadvisors.net One of the most common questions people ask about Social Security is when they should start taking benefits.

ufadvisors.net

Volunteering in Retirement

Thinking of volunteering in retirement? Some considerations. #Volunteering

ufadvisors.net For many, retirement includes contributing their time and talents to an organization in need.

ufadvisors.net

16 Wall Street Cliches in 60 Seconds

Wall Street has a lot of cliches. How many do you know?
#WallStreet

ufadvisors.net Pundits say a lot of things about the markets. Let's see if you can keep up.

ufadvisors.net

To Catch a Thief

Protect yourself from identity theft. #IdentityTheft

ufadvisors.net Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

ufadvisors.net

The SECURE Act

Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.

ufadvisors.net This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

ufadvisors.net

How to Appeal Your Property Taxes

Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax

ufadvisors.net For homeowners who think their property taxes are too high, there are ways to appeal.

ufadvisors.net

Choosing a Retirement Plan that Fits Your Business

Does your business have a retirement strategy that fits your short, long-term needs?

ufadvisors.net To choose a plan, it’s important to ask yourself four key questions.

ufadvisors.net

Tax Rules When Selling Your Home

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

ufadvisors.net The tax rules governing profits you realize from the sale of your home have changed in recent years.

ufadvisors.net

Creative Ways to Motivate Your Employees

Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.

ufadvisors.net Five creative (and inexpensive) ideas for motivating your employees.

ufadvisors.net

Choosing a Business Structure

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

ufadvisors.net Entrepreneurs all face the same question, “Which business structure should I adopt?”

ufadvisors.net

9 Facts About Social Security

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

ufadvisors.net There are things about Social Security that might surprise you.

ufadvisors.net

How to Make the Tax Code Work for You

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

ufadvisors.net When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

ufadvisors.net

Test Your Estate Strategy Knowledge

Test your estate strategy knowledge with this short quiz.

ufadvisors.net Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

[10/07/20]   WHERE IT COMES FROM - Even though crude oil is produced in 32 US states, just 2 states (North Dakota and Texas) are responsible for 52% of the nation’s crude oil production (source: Energy Information Administration).

ufadvisors.net

Mastering Mobile Lingo

Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.

ufadvisors.net Do you understand these common mobile slang terms?

[10/05/20]   DEATHS BY COUNTY - 50% of US counties (1,562 out of 3,142) have experienced 6 or fewer COVID-19 related deaths as of Wednesday 9/23/20. 27% of US counties (839 out of 3,142) have had zero or just 1 COVID-19 death as of Wednesday 9/23/20 (source: USAFacts).

ufadvisors.net

Revising Estate Strategy Assumptions

When the rules of the game change, tactics should follow in response to the new landscape.

ufadvisors.net Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

ufadvisors.net

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA

ufadvisors.net The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

[09/29/20]   14-YEAR HIGH - New residential construction in the US totaled 139,100 housing units in July 2020, its highest monthly total recorded since September 2006.

[09/28/20]   22% of Americans (74 million people) are on Medicaid, the nation’s health care program for low-income Americans that is jointly funded by the federal government and all 50 states (source: Medicaid).

ufadvisors.net

Catch-Up Contributions

Over age 50? You may be able to catch-up on retirement.

ufadvisors.net Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

ufadvisors.net

The Utility of Sector Investing

Sector investing may present an opportunity — if you do your homework. #investing

ufadvisors.net Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

ufadvisors.net

Retirement Income and the Traditional Portfolio

Is your retirement portfolio subject to “sequence of returns” danger?

ufadvisors.net Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

ufadvisors.net

Immediate vs. Deferred Annuities

Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities

ufadvisors.net Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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Telephone

Address


1823 Dodson Avenue
Fort Smith, AR
72901

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00
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