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.Contact Us
We are a team of experienced professionals, ready to help with your unique financial issues and concerns.Learn More
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.Learn More
Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Good employee health can be great for the company’s bottom line.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Here are five facts about Social Security that might surprise you.
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, cracking the code on bonds.
The market is as unpredictable as the weather. We’d love to help you prepare.
Why are 401(k) plans, annuities, and IRAs so popular?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.