Understanding Today’s Financial Environment
Our mission is to seek successful outcomes for our clients by creating integrated solutions that impact generations.
Welcome to The Wealth Management Group. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and planning for many years to come. We look forward to working with you through all the stages of your life.
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Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.
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Helpful Content
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Social Media: Newest Business Liability Risk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
College Savings
See how much you may need to save now to cover future college costs for your child.
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The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?