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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If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Explore the growing influence women wield over the economy with this handy infographic.
Learn about the risks of not having health insurance in this informative article.
Probate can be a completely public process, or it can be managed to include as little information as possible.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
Estimate how much income may be needed at retirement to maintain your standard of living.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn how to harness the power of compound interest for your investments.
What if instead of buying that vacation home, you invested the money?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are three things to consider before dipping into retirement savings to pay for college.