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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Disability Income Insurance

How much Disability Income Insurance do you need?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Newsletters

HOT TOPIC: Eye on Japan's Recovery Within a Recovery

Japan’s economy hasn’t been on solid ground since the 1990s, but now it must grapple with rebuilding after an earthquake, tsunami, and nuclear accident that have caused economic losses expected to surpass $300 billion. What is the outlook for Japan and the effects the nation's disasters could have on the world economy and financial markets?

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

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