Wealth Management Group

 

 Welcome to the Wealth Mangement Group Website, where you’ll find a wealth of information in the form of educational research reports, public articles. financial planning tools, and more!

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial plan. We have created this web site to help you gain a better understanding of the fundamentals behind insurance, retirement planning, and estate planning. 

Our mission is to educate our clients and provide them with the highest level of service available in the financial planning marketplace.  With over 100 years of collective experience among our team, we are dedicated to providing our clients with a thorough and efficient plan to help them achieve their retirement and estate planning goals.
Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

More Newsletters →