Our Useful Retirement and Financial Insight Guides

At Wealth Management Group, we don’t focus on products for retirement, but first a customized investment and retirement strategy that aims to get you retired, and stay retired. Through hard work, discipline, and a commitment to always putting our clients’ interests first, we focus on investment management, retirement cash flow, tax, estate, and retiree health care. Below, we are offering free downloads of some of our top financial insights on common investment pitfalls, 2019 Social Security facts, and 2019 Tax Planning and Strategy to help you assess your current investment and retirement strategies. We hope you find these guides helpful, and if you would like to take it a step further for a complimentary review of your current strategies, please request via the form to the right.

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Tax Planning TipsAge 5 to 55:What Your Kids Need to Know About Finances

You taught your kids how to tie their shoes, to look both ways before crossing the street, and countless other lessons. But what have you taught them about money? Many parents may feel uncomfortable talking about the subject with their children, no matter how old they are. But, there are important lessons to teach your children about finances at any age.

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Tax Planning Tips5 Helpful Tax Planning Tips:Navigating the New Rules

After a tumultuous 2020, the 2021 tax season could be complicated and confusing: The CARES Act could affect your tax situation this year, as could any changes to your personal finances in the last year. There are many factors that can impact whether your taxes will increase. In addition to changes to your tax bracket and deductions, (such as the number of dependents), there are other aspects of your overall tax strategy to address.

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Why is this Age So ImportantMilestone Birthdays

Happy Birthday! Now the real fun begins. Before you begin planning your retirement, be sure to mark these important dates in your calendar. Starting at age 50, several birthdays – including “half-birthdays” – are critical to understand because they have implications regarding your retirement income.

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social security facts2021 Social Security Guide: Maximizing Social Security in Today’s World

About 65 million Americans received a total of over one trillion dollars in Social Security payments in 2020. Many Americans rely primarily on Social Security in retirement, and even if you don’t, you still want to know how to claim your maximum benefit.

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5 Steps to Smart Retirement Planning

It’s a New Year, and that’s something to celebrate! This year is the year for a renewed focus on planning and preparation in the five key areas of retirement planning. These are the building blocks of any solid retirement plan, and this guide will detail each one. Whether 2021 is the year when you retire or not, it’s the year to create a truly comprehensive retirement plan that addresses each of these areas.

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Why is this Age So ImportantRequired Minimum Distributions (RMDs)

While Required Minimum Distributions are normally due every year, the CARES Act, signed into law on March 27th, 2020 suspended RMDs for 2020. This includes RMDs from inherited accounts. This also applies to anyone who turned age 70 ½ in 2019 and would have had to take their first RMD by April 1st, 2020.

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The End of Year Guide

Here come the holidays and everything that goes with them – traveling, cooking, buying gifts, and of course, spending time with the people we love. Your holidays might look a bit different this year and so might your financial situation. Even though it’s a busy time of year when finances can end up taking a back seat to decorating and wrapping presents, it’s important to take the time to make an end of year financial checklist.

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The Ultimate 401(k) Guide

We all know that a 401(k) is one of the most important retirement planning tools we have. You pay into it for decades and will likely need to rely on it, among other income sources, for decades in retirement. The potential tax benefits and power of compound interest can make it a great saving and investment tool for anyone who practices financial discipline and contributes regularly.

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Preparing for a Satisfying RetirementPensions, Buyouts, & Retirement Income

Here’s proof that funding retirement has changed: In 1970, 45% of private sector employees were covered by a pension plan. Now, 4% are covered. If workers do receive their pension, they may have to decide between receiving larger payments over their lifetime, or receiving smaller payments over their and their spouse’s lifetimes.

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Preparing for a Satisfying RetirementPreparing for a Satisfying Retirement

Many Americans may not understand how to fully take advantage of their employer-sponsored retirement plans. We’ve created this special report to help you make the most of your savings and investment opportunities and help improve your prospects for a comfortable retirement.

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Common Tax ErrorsCommon Tax Errors to Avoid

Navigating the U.S. tax system can be challenging. Knowing how you need to file depends on your income and filing status as well as which tax breaks you can claim. Your taxes are your responsibility, even if someone assists you in filing them.

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secure actThe SECURE Act

The SECURE Act was passed at the end of 2019, with most provisions going into effect on January 1, 2020. It can be confusing to wade through the legislation and extract the implications of these changes. Read what to expect from this new legislation in this guide.

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market volatilityMarket Volatility in the New Age

Planning for retirement is never a “set it and forget it” activity: There are unexpected disasters, market drops, and changing laws that invariably cause retirees to reevaluate their plans of action. There’s no way to predict everything that will cause market downturns, but you can prepare yourself by having a solid financial plan in place.

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investment pitfalls5 Ways To Stay Confident in Retirement

Today’s retirees are living longer than ever before and experiencing retirement in new ways. While you can’t be certain what the future holds, you can strategize for the retirement life you want-and take the five steps in this guide to help you get there with confidence.

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investment pitfallsWomen’s Retirement Planning Guide

“They say “men are from Mars and women are from Venus” and their differences carry over into financial planning. In a world where women oftentimes share, or own, the responsibilities of household finances, and often are the major “bread-winner”, it makes sense that they are adequately addressed. There are a disproportionate number of men in the financial space today, so it’s important to take a moment to address some financial needs unique to women.”

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investment pitfallsLegacy & Estate Planning – Understand The Basics

Estate planning is a function of preparing for the inevitabilities of life. People get sick or hurt and you need a plan in place to determine what kind of medical care you’ll receive if this happens to you. People become incapacitated, unable to make important decisions on their own, or unable to live independently. And of course, people die. Estate planning helps to protect your family and your assets in any of these unfortunate situations.

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investment pitfallsLegacy Planning & Wealth Transfer – How to Successfully Communicate

“Communication is key” is an old phrase, but when it comes to your wealth transfer and legacy planning process, it couldn’t be more accurate. The conversations you have with your family before, during, and after this process can go a long way toward avoiding aggravation, the expense of settling matters in court, and potential infighting.

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investment pitfalls9 Investment Pitfalls

Experience has taught us that successful investing requires discipline and patience. A long-term investment focus can help when emotions run high. To help you overcome these challenges, we’ve compiled a list of common mistakes and guidelines.

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social security facts2020 Tax Planning Whitepaper
The countdown begins. Once the clock rolls us into 2020, tax season gets underway. Deductions from your paychecks and other income sources will begin counting for the New Year.  In this guide, we’ll explore ways you could be affected by the 2019 changes to the tax law.

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social security factsWhy 59 ½ is an Important Age
More than two-thirds of people this age say they expect to run out of money sometime during their retirement, even those closest to retirement. Explore your retirement options and your health-care concerns.

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Principles of Long-Term Investing7 Principles of Long-Term Investing

Hiding your money under your mattress, as an investment strategy, is probably not a good idea. Isn't the smarter thing to put your money to work? Download our guide on The 7 Principle today!

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estate strategiesCritical Elements of an Estate Plan

Taking steps to help protect your estate is a key financial choice .With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones.

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Our mission is to guide you towards making the right decisions for your financial future.

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