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Wealth Management Group Published Articles2020-12-16T21:31:52+00:00

Published Articles

Our financial advisors at Wealth Management Group contribute our insights to well-known publications such as Forbes, Chicago Sun Times, US News, and New York Business Journal, on topics that matter to you, such as retirement planning, business management, investment strategies, and more. The goal of our articles is to help retirees, pre-retirees, investors, and business owners accomplish their financial goals and avoid the common pitfalls.

Want to Do a Free Roth IRA Conversion and Be Charitable? Here’s How.

Craig Bolanos was featured in Debbie Carlson’s article “Want to Do a Free Roth IRA Conversion and Be Charitable? Here’s How.” appearing in Barron’s Magazine. In it, Craig gives his thoughts on qualified charitable deductions and how donations up to a certain dollar amount might be a smart move for retirees who can give. Click below to read the full article!

**The opinions voiced in this material are for general information only and are not intended to be a substitute for individualized tax advice. Please consult your tax advisor regarding your specific situation. All investing involves risk including loss of principal. The examples presented are hypothetical and are not representative of any specific investment. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.

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How To Create a Budget You Can Really, Truly Stick To

Craig Bolanos was featured in Lauren Phillips’s article “How To Create a Budget You Can Really, Truly Stick To” appearing in Real Simple. Craig shares his thoughts on budgeting, your biggest wealth tool, how you can unlock your savings potential, and more. Click below to read the full article!

**Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult your financial professional prior to making a decision. Wealth Management Group and LPL Financial do not provide specific tax advice or services.

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What Questions Should Investors Ask Financial Advisors Now?

US News & World Report

Craig Bolanos was featured in Debbie Carlson’s article “What Questions Should Investors Ask Financial Advisors Now?” appearing in U.S. News & World Report. Anyone who is paying a financial advisor should have a well-thought-out, written financial plan – no matter your age. An advisor should be able to show you why your finances will be OK, even in the current volatile environment, and explain how your own investments fit within the context of your plan. Click below to read the full article! You can also read this article on MSN Money and WTOP News.

**Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. All investing involves risk, including loss of principal. No strategy assures success or protects against loss.

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