Altus Wealth Management

Cultivating financial literacy starts at home.

Discover practical ways you can help kids build financial confidence and healthy habits.

Early Lessons for Raising Financially Confident Kids Simple, everyday strategies to help kids develop healthy money habits and financial confidence over time.

April is National Social Security Month—a good reminder to review your claiming strategy.

When you claim Social Security can impact your lifetime benefits. Claiming at 62 means accepting a permanent reduction, while waiting until 70 will increase your monthly payment. The right timing depends on a wide range of factors, including your health, income needs, and overall retirement strategy.

If you're within a few years of claiming, now's a great time to review how Social Security fits into your bigger financial picture.

Questions about your retirement strategy? Let's talk.

Most families don’t fall apart because of money.
They fall apart because no one talked about it.

I’ve seen it too often—thoughtful plans, carefully built portfolios… and yet, when it matters most, loved ones are left guessing. Not because there wasn’t a plan, but because it was never shared.

Talking about money with your children or family can feel uncomfortable. I get it. But avoiding the conversation doesn’t protect anyone. It creates confusion, stress, and sometimes conflict at the worst possible time.

Clarity is a gift.

Sharing your wishes, how your assets are structured, and what matters most allows your family to move forward with confidence—not uncertainty.

It’s not about the money.
It’s about making things easier for the people you love.

If you haven’t had this conversation yet, consider this your nudge. Start small. But start.https://https://lnkd.in/eungaWzu

Most families don’t fall apart because of money.
They fall apart because no one talked about it.

I’ve seen it too often—thoughtful plans, carefully built portfolios… and yet, when it matters most, loved ones are left guessing. Not because there wasn’t a plan, but because it was never shared.

Talking about money with your children or family can feel uncomfortable. I get it. But avoiding the conversation doesn’t protect anyone. It creates confusion, stress, and sometimes conflict at the worst possible time.

Clarity is a gift.

Sharing your wishes, how your assets are structured, and what matters most allows your family to move forward with confidence—not uncertainty.

It’s not about the money.
It’s about making things easier for the people you love.

If you haven’t had this conversation yet, consider this your nudge. Start small. But start.https://www.altuswealthmanagement.com/resource-center/lifestyle/family-conversations-on-retirement-legacy-and-finances

My grandfather and uncle served in the military, but I never truly understood the sacrifices made until I married my husband. Surprise deployments, months spent away, and an unwavering focus on missions; a calling, and a commitment to country that you can't understand until you've lived it. Today, I thank all those who have served and their families who have stood beside them.

Who runs the world???
So excited to be part of this amazing conference. The wealth wave is coming. By 2030 women are expected to control the majority of US wealth - that’s estimated to be over $30 trillion.

Happy International Women's Day! 🌟

Today, let’s take a moment to recognize the incredible women who inspire us—whether they’re trailblazers in history, mentors in our careers, or loved ones who’ve shaped our lives. 💜

Did you know?
📌 Women now hold over 10% of Fortune 500 CEO positions—a record high, but still a reminder of how much progress is left to be made.
📌 MacKenzie Scott has donated over $14 billion to over 1,600 organizations, making a massive impact on global philanthropy.

Now, I’d love to hear from you! Who is a woman you admire, and why? Drop her name (or tag her!) in the comments and let’s celebrate the amazing women who make a difference every day. 👇

💜 Empowered Women Empower Women 💜

March is Women’s History Month, a time to honor the trailblazers who shattered barriers and the women today who continue to redefine what’s possible.

🚀 Women are leading like never before!
📌 Women now control more than $10 trillion in U.S. financial assets—and that number is expected to grow.
📌 The number of women entrepreneurs is rising at nearly twice the rate of men, proving that when given opportunities, women thrive.

But empowerment isn’t just about success—it’s about lifting others up. Whether it’s through mentorship, advocacy, or simply encouragement, we all play a role in building a future where women have the confidence and resources to succeed.

💡 How do you empower the women around you? Drop a comment and let’s inspire each other! 👇

🚀 Exciting developments ahead! Sandia National Labs and Los Alamos National Labs are advancing innovation by leveraging OpenAI for groundbreaking work in science and defense. This collaboration marks a significant step in harnessing AI to enhance national security, scientific discovery, and technological advancements. Stay tuned for more updates on how AI is shaping the future!
Click link:👉

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OpenAI CPO Kevin Weil on DeepSeek: The 'first big salvo' in U.S.-China AI arms race CNBC’s Kate Rooney and OpenAI chief product officer Kevin Weil join 'Squawk on the Street' to discuss the company's new initiatives and government partnerships, his thoughts on China's DeepSeek AI development, state of the AI technology race, and more.