top of page
Mount Fuji in the Fall

VLOG

“Education is the key to a successful financial future.” 

— Michael Loftus, founder, Loftus Wealth Strategies

wealth_wisdom.png

EDUCATE & COMMUNICATE

​We are committed to educating and communicating our clients and friends, one of the best ways to do that is through our videos and social media platforms

Divorced forever & found out I can STILL cash in on my ex’s Social Security 👀 Is this correct, how⁉️
Is AI just a massive bubble waiting to burst⁉️🤔Let's talk about it 💯
💡Give from your IRA—tax-free! (If you're 70½+) How to do a QCD⁉️ Up to $108,000/year counts toward your RMD. Never hits your taxable income! 

💡Give from your IRA—tax-free! (If you're 70½+) How to do a QCD⁉️ Up to $108,000/year counts toward your RMD. Never hits your taxable income! #1Minute1Question

Loftus-Color-Logo-(1).png
  • LinkedIn
  • YouTube
  • Facebook
  • Twitter

CONTACT US

32895 Coastal Highway
Bethany Beach, DE 19930
Phone: 302.251.8901
Fax: 800.285.9430

90 Fort Wade Road, Suite 100
Ponte Vedra, FL 32081
Phone: 904.525.8778
Fax: 800.285.9430

Mail Only: PO Box 1045 Bethany Beach, DE 19930

Outside of our two physical offices, we do work with clients in other states as well.  Todays technology will allow us to serve them as we do our local clients.

Privacy Policy | Terms of Use

 

Loftus Wealth Strategies is a Registered Investment Advisory Firm offering advisory services in the State of Delaware, Florida, Pennsylvania  and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.   The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering.  This information should not be relied upon as the sole factor in an investment making decision.  All written content on this site is for information purposes only. Opinions expressed herein are solely those of LWS.

 

Read Full Disclosure

bottom of page