“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!
Sincerely,
Gary F. Thomas, JD, LLM, CLU, ChFC
President, Principal of The Wealth Technology Group
Helpful Content
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Systematic Withdrawals in Retirement - Clear and Wrong?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
9 Facts About Social Security
There are things about Social Security that might surprise you.
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Federal Income Tax
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Doubling Your Money
This calculator demonstrates the power of compound interest.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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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.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Will You Pay the AMT?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Rightsizing for Retirement
What does your home really cost?