“Because its not what you make...Its what you keep!”
One of the foundations of our financial practice is that there is no one, standard approach to enhancing a person’s financial well-being. That is why, whether it is based on private asset management, fixed investments, structured variable accounts or a combination, we offer in-depth planning and individualized programs for each of our clients. If you have something on your mind, or if you feel that we can help you in any way, e-mail or call us now to set up a short telephone appointment with me, at no charge or obligation to you. Your call will be welcome!
Gary F. Thomas, JD, LLM, CLU, ChFC
President, Principal of The Wealth Technology Group
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The uncertainties we face in retirement can erode our sense of confidence.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
Taking regular, periodic withdrawals during retirement can be quite problematic.
For many, retirement includes contributing their time and talents to an organization in need.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Agent Jane Bond is on the case, infiltrating the world of bonds.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
A bucket plan can help you be better prepared for a comfortable retirement.
When do you need a will? The answer is easy: right now.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Are you ready for retirement? Here are five words you should consider.