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USEFUL GUIDES2018-11-14T15:00:50+00:00

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.

Download Our Useful Guides

9 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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No Obligation Review




2018 Critical Social Security Facts

More than 67 million Americans (22% of the U.S. population) receive some form of Social Security.  The public insurance has been laying the foundation for economic security for Americans for more than 80 years, providing help to retirees and others. We’ve compiled a guide full of 4 Critical Facts YOU must know.

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2018 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 2018. We are happy to share with you our 2018 tax guide so you can make the most of your financial strategies.

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Why is this Age So Important?

More than two-thirds 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. We also turn back the clock to take a quick look at how history may have shaped your outlook.

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No Obligation Review




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