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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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 planning

2020 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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Why is this Age So Important

Why is this Age So Important?

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 Investing

7 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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Why is this Age So Important

Milestone Birthdays

When you are older, “and-a-half” birthdays start making a comeback. In fact, starting at age 50, several birthdays and “half-birthdays” are critical to understand because they have implications regarding your retirement income.

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estate strategies

Critical 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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Why is this Age So Important

Required Minimum Distributions (RMDs)

Participants must begin taking Required Minimum Distributions from traditional IRAs & qualified retirement plans, such as 401(k), 403(b), & 457 plans. RMDs are based on account balance & life expectancy.

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