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, 2018 Social Security facts, and 2018 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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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 facts2019 Social Security Guide: Big Changes Are Coming

Retirees will see the largest increase in their Social Security benefits in seven years come January. But the higher cost-of-living adjustment is not the only way the system will change. On average, Social Security makes up 38% of an individual’s retirement. That’s why it’s important to know the rules of Social Security and how to use them to your advantage.

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tax planning2019 Tax Planning Whitepaper

The winter season is full of holiday bustle. Between spending time with your family and friends, your taxes usually are not top of mind. Yet any free moments you can spare now will help you stay ahead in 2019. We are happy to share with you our 2019 tax guide so you can make the most of your financial strategies.

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Why is this Age So ImportantWhy is this Age So Important?

More than two-thirds of people this also say they expect to run out of money sometime during their retirement, even those closest to retirement. In this report, we explore your retirement options, your health-care concerns, and how to obtain the best advice to move vibrantly into those golden years.

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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. You put your money at all sorts of risk: fire, floods, forgetfulness. And besides, under your mattress is usually the first place thieves go to look for your stash. Isn’t the smarter thing to put your money to work? Download our guide to learn the 7 Principles of Long-Term Investing 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. Read our white paper to learn about critical elements worth considering when creating your own estate strategies.

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