Your Health is Your Wealth
The health of our clients is a top priority here at The Wealth Technology Group. Unfortunately, due to the continuing seriousness of the COVID-19 outbreak, we have decided to cancel ALL workshops in March.
These events will be rescheduled as soon as possible.
YOUR HEALTH IS YOUR WEALTH
Our clients, associates and friends are our main concern, here's what we are doing to keep you safe.
Although the COVID-19 outbreak is not overtaking our health or our attention at this time, we are putting policies in place right now to make sure we are doing all we can to protect ourselves and you.
- Everyone will be asked to use our hand-sanitizer before entering our office (Can't hurt, and it's free! )
- Every chair, sofa, table, and surface you will contact will be sanitized between uses. (We have LOTS of spray bottles at the ready!)
- Linens and porous surfaces will be removed from tables and serving areas in our seminar/media room to make it easier to sanitize the surfaces we use. (Less cozy, but much safer!)
- We will use sanitary, disposable cups to serve your beverages. (Just pretend we’re Starbucks!)
- If we serve you refreshments, they will be from safe, local vendors, and will be wrapped or prepared in-house by healthy individuals wearing sanitary gloves. (They’ll still be delicious!)
- Should you at some point become uncomfortable meeting at our office or with a group, we will offer you phone reviews and consultations, webinars, and safe account transactions with email, our e-money portal, or other online tools. (Hey—everybody should be doing that!)
We will notify you if we are experiencing any symptoms, and we know that you’ll take good care of yourselves also
If you feel uncomfortable, you can make the decision not to come to an appointment here whenever you feel the need: the same day, or an hour or five minutes before. We will understand, and be supportive, because you’ll be taking care of us as well as you.
As for right now, stay calm. We’ve always been early adopters, and this is no different. We’re being more cautious than we probably need to be, in case we have to be.
For More Information:
(Please cut and paste into your browser if these don’t link.)
Massachusetts:
https://www.mass.gov/resource/information-on-the-outbreak-of-coronavirus-disease-2019-covid-19
The Center for Disease Control:
https://www.cdc.gov/
The World Health Organization:
https://www.who.int/emergencies/diseases/novel-coronavirus-2019/advice-for-public
Our personal recommendation on the WHO site:
Coping with Stress During the 2019 nCoV OutbreakHelping Children Cope with Stress During the 2019 nCoV Outbreak.
Best to you all! Call if you feel we can help you in any way.
Gary and Jay Thomas
Reliable Wealth Management in Pittsfield & Westfield, MA
Your financial situation is unique, and we believe that each of our clients deserves individual attention. One of our most important philosophies is that there's no single standard approach to wealth management. Our services offer in-depth planning and investments based on the individual interests and assets of each of our clients. We understand the financial goals and needs of our clients, which allows us to tailor a financial strategy that makes the most of your available funds.
Sincerely,
Gary F. Thomas, JD, LLM, CLU, ChFC
President, Principal of The Wealth Technology Group
What Is Wealth Management?
Wealth management is simply helping to improve an individual's financial situation.Your money can go a long way to setting up a strong, comfortable life for you and your family. Wealth management includes advisory investments such as financial planning, investment portfolio management, asset management, and other monetary services. The Wealth Technology Group is designed to pursue the financial independence you are looking for.
Services
Whether you're a small business owner, living paycheck to paycheck, or the CEO of a successful company, we provide personal, hands-on budgeting and asset services. Our experienced team of financial professionals is highly selective to help ensure that your money is deposited in suitable bonds, stocks, IRAs, and other appropriate investments. We are experienced in outlining retirement plans, 401k investments, college and estate plans, and more.
Resources
It is imperative to stay up to date with the latest financial trends and information. We offer informative resources about a variety of topics, including Social Security benefits, 401k plans, and estate management.
With the guidance of the professionals at The Wealth Technology Group, you can be confident that your wealth management team is here to help navigate the ever-changing financial trends.
Helpful Content
U.S. Personal Savings Rate
What can be learned from the savings rate?
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
View all articles 
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
View all presentations
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.